| DFAC Dimensional US Core Equity 2 | 22.09% | 758,225 | $29.5M | Add +8.5% |
| DFGP Dimensional GLBL Core PL Fix | 11.46% | 283,042 | $15.3M | Add +5.6% |
| AVUS Avantis U.S. Equity ETF | 7.33% | 87,896 | $9.8M | Reduce -0.2% |
| DFIC Dimensional International Co. | 6.71% | 251,960 | $9.0M | Add +5.7% |
| DGCB Dimensional Global Credit | 6.56% | 161,741 | $8.8M | Add +6.8% |
| DFNM Dimensional National Muni BD | 6.04% | 168,024 | $8.1M | Add +5.4% |
| DFSD Dimensional Short Duration | 3.37% | 93,819 | $4.5M | Add +1.2% |
| DFEM Dimensional Emrg MRKT Core | 3.11% | 119,938 | $4.1M | Add +7.8% |
| AVDE Avantis International Equity | 2.72% | 42,788 | $3.6M | Reduce -0.8% |
| DFSV Dimensional US Small Cap Val | 2.58% | 97,192 | $3.4M | Reduce -6.5% |
| DCOR Dimensional US Core Eq 1 ETF | 2.32% | 42,992 | $3.1M | Add +4.2% |
| PLTR Palantir Technologies Inc. Class A | 2.29% | 20,920 | $3.1M | No change |
| DUHP Dimensional US High Profi Et | 2.24% | 81,251 | $3.0M | Reduce -5.2% |
| DFCF Dimensional Core Fixed Inc. | 1.66% | 52,443 | $2.2M | Add +6.2% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 1.66% | 42,131 | $2.2M | Add +6.1% |
| DUSB Dimension Ultrashort Fi ETF | 1.50% | 39,497 | $2.0M | Reduce -7.2% |
| AVEM Avantis Emerging Markets Eq | 1.47% | 24,254 | $2.0M | Reduce -0.8% |
| TSLA Tesla Inc. | 1.31% | 4,690 | $1.7M | No change |
| IVV iShares Core S&P 500 ETF | 1.25% | 2,558 | $1.7M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.24% | 18,008 | $1.7M | Reduce -9.2% |
| DFGR Dim Global Real Estate ETF | 1.11% | 55,725 | $1.5M | Add +6.6% |
| DFSU Dimensional US Sus CORE1 ETF | 0.84% | 27,200 | $1.1M | Reduce -0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.76% | 3,869 | $1.0M | No change |
| DISV Dimensional International SM | 0.72% | 24,293 | $958K | Reduce -9.7% |
| DIHP Dimensional International Hi | 0.65% | 27,066 | $872K | Reduce -6.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.65% | 4,385 | $860K | No change |
| VCRM Vanguard Core Tax-Ex Bond | 0.59% | 10,513 | $790K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.59% | 2,747 | $789K | No change |
| VEA Vanguard Ftse Developed ETF | 0.59% | 12,280 | $787K | No change |
| DFIV Dimensional International Va | 0.41% | 15,438 | $552K | Reduce -5.0% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.41% | 16,277 | $550K | Reduce -5.8% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.41% | 5,474 | $544K | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 0.39% | 1,820 | $522K | No change |
| VOO Vanguard S&P 500 ETF | 0.36% | 802 | $479K | No change |
| DFAX Dimensional World Ex US Core | 0.35% | 13,635 | $463K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 1,402 | $450K | No change |
| NVDA Nvidia Corp. | 0.32% | 2,480 | $433K | No change |
| VXUS Vanguard Total Intl Stock | 0.31% | 5,329 | $411K | New |
| DFSI Dimensional Int Sus COR1 ETF | 0.29% | 9,129 | $387K | Reduce -4.4% |
| IEMG iShares Core MSCI Emerging | 0.29% | 5,510 | $384K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.25% | 1,535 | $333K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.25% | 3,480 | $328K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.23% | 1,678 | $309K | No change |