| DFAC Dimensional US Core Equity 2 | 38.78% | 1,694,279 | $65.3M | Reduce -0.6% |
| DFAX Dimensional World Ex US Core | 15.82% | 849,436 | $26.7M | Add +0.7% |
| DFIV Dimensional International Va | 9.42% | 344,170 | $15.9M | Reduce -2.6% |
| DOCU Docusign Inc. | 4.89% | 114,428 | $8.2M | No change |
| DFUV Dimensional US Marketwide Va | 3.75% | 141,244 | $6.3M | Reduce -2.3% |
| DFAT Dimensional US Target Value | 2.86% | 82,740 | $4.8M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.87% | 14,319 | $3.1M | No change |
| DFAI Dimensional International Co. | 1.76% | 81,675 | $3.0M | Reduce -0.7% |
| DFUS Dimensional US Eq MKT ETF | 1.76% | 40,848 | $3.0M | Add +14.3% |
| DFEM Dimensional Emrg MRKT Core | 1.49% | 78,083 | $2.5M | Reduce -0.0% |
| DFNM Dimensional National Muni BD | 1.20% | 42,255 | $2.0M | Add +5.5% |
| TSLA Tesla Inc. | 1.19% | 4,521 | $2.0M | No change |
| DFIP Dimensional Inflation-Protec | 1.01% | 40,480 | $1.7M | Add +1.8% |
| DFAS Dimensional US Small Cap ETF | 0.95% | 23,470 | $1.6M | Reduce -0.5% |
| GLD SPDR Gold Shares | 0.91% | 4,309 | $1.5M | Reduce -0.6% |
| DFCF Dimensional Core Fixed Inc. | 0.87% | 34,416 | $1.5M | Add +0.0% |
| NVDA Nvidia Corp. | 0.72% | 6,465 | $1.2M | No change |
| AI C3.AI Inc. Class A | 0.69% | 67,276 | $1.2M | No change |
| DFAE Dimensional Emerging Core Eq | 0.64% | 34,209 | $1.1M | Add +0.1% |
| STLD Steel Dynamics Inc. | 0.60% | 7,291 | $1.0M | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.58% | 41,789 | $981K | No change |
| IVV iShares Core S&P 500 ETF | 0.56% | 1,416 | $948K | No change |
| DISV Dimensional International SM | 0.56% | 26,244 | $937K | Add +0.3% |
| DFGP Dimensional GLBL Core PL Fix | 0.50% | 15,171 | $843K | Add +5.1% |
| GOOG Alphabet Inc. Class C | 0.44% | 3,042 | $741K | Add +0.1% |
| ORCL Oracle Corp. | 0.43% | 2,585 | $727K | No change |
| DFSV Dimensional US Small Cap Val | 0.42% | 22,189 | $706K | Add +10.9% |
| ADBE Adobe Inc. | 0.40% | 1,920 | $677K | No change |
| AAPL Apple Inc. | 0.37% | 2,465 | $628K | No change |
| DUHP Dimensional US High Profi Et | 0.37% | 16,574 | $626K | No change |
| DFGR Dim Global Real Estate ETF | 0.35% | 21,555 | $589K | Add +8.3% |
| SCHP Schwab U.S. Tips ETF | 0.34% | 21,290 | $574K | No change |
| AFRM Affirm Holdings Inc. | 0.30% | 7,000 | $512K | No change |
| IVW iShares S&P 500 Growth ETF | 0.27% | 3,830 | $462K | No change |
| MCO Moody's Corp. | 0.27% | 964 | $459K | No change |
| STE Steris PLC | 0.25% | 1,694 | $419K | No change |
| HUM Humana Inc. | 0.25% | 1,587 | $413K | No change |
| DFSD Dimensional Short Duration | 0.24% | 8,490 | $409K | Reduce -0.9% |
| DE Deere & Co. | 0.19% | 692 | $316K | No change |
| SCHF Schwab Intl Equity ETF | 0.18% | 13,328 | $310K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 505 | $303K | No change |
| SCHV Schwab US Large-Cap Value | 0.17% | 9,992 | $291K | No change |
| MAR Marriott International Class A | 0.17% | 1,102 | $287K | No change |
| DFAU Dimensional US Core Equity M | 0.17% | 6,225 | $285K | Reduce -34.1% |
| AVGO Broadcom Inc. | 0.17% | 850 | $280K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 747 | $245K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 476 | $239K | No change |
| NET Cloudflare Inc. Class A | 0.13% | 1,040 | $223K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.13% | 6,967 | $222K | No change |
| DIHP Dimensional International Hi | 0.13% | 6,978 | $212K | No change |