| DFAC Dimensional US Core Equity 2 | 38.46% | 1,692,313 | $67.0M | Reduce -0.1% |
| DFAX Dimensional World Ex US Core | 16.05% | 854,520 | $28.0M | Add +0.6% |
| DFIV Dimensional International Va | 9.82% | 342,883 | $17.1M | Reduce -0.4% |
| DOCU Docusign Inc. | 4.49% | 114,428 | $7.8M | No change |
| DFUV Dimensional US Marketwide Va | 3.59% | 134,352 | $6.3M | Reduce -4.9% |
| DFAT Dimensional US Target Value | 2.82% | 82,445 | $4.9M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.91% | 14,379 | $3.3M | Add +0.4% |
| DFUS Dimensional US Eq MKT ETF | 1.74% | 40,866 | $3.0M | Add +0.0% |
| DFAI Dimensional International Co. | 1.63% | 74,708 | $2.8M | Reduce -8.5% |
| DFEM Dimensional Emrg MRKT Core | 1.43% | 75,226 | $2.5M | Reduce -3.7% |
| DFNM Dimensional National Muni BD | 1.24% | 44,700 | $2.2M | Add +5.8% |
| TSLA Tesla Inc. | 1.17% | 4,521 | $2.0M | No change |
| DFIP Dimensional Inflation-Protec | 1.00% | 42,069 | $1.7M | Add +3.9% |
| GLD SPDR Gold Shares | 0.97% | 4,278 | $1.7M | Reduce -0.7% |
| DFAS Dimensional US Small Cap ETF | 0.94% | 23,472 | $1.6M | Add +0.0% |
| DFCF Dimensional Core Fixed Inc. | 0.84% | 34,321 | $1.5M | Reduce -0.3% |
| STLD Steel Dynamics Inc. | 0.71% | 7,291 | $1.2M | No change |
| IVV iShares Core S&P 500 ETF | 0.71% | 1,800 | $1.2M | Add +27.1% |
| NVDA Nvidia Corp. | 0.69% | 6,465 | $1.2M | No change |
| DFAE Dimensional Emerging Core Eq | 0.63% | 33,956 | $1.1M | Reduce -0.7% |
| DISV Dimensional International SM | 0.59% | 27,071 | $1.0M | Add +3.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.56% | 41,789 | $977K | No change |
| GOOG Alphabet Inc. Class C | 0.55% | 3,042 | $955K | No change |
| AI C3.AI Inc. Class A | 0.52% | 67,276 | $907K | No change |
| DFGP Dimensional GLBL Core PL Fix | 0.51% | 16,384 | $886K | Add +8.0% |
| DFSV Dimensional US Small Cap Val | 0.40% | 21,221 | $698K | Reduce -4.4% |
| ADBE Adobe Inc. | 0.39% | 1,920 | $672K | No change |
| DUHP Dimensional US High Profi Et | 0.36% | 16,574 | $630K | No change |
| DFGR Dim Global Real Estate ETF | 0.36% | 23,538 | $622K | Add +9.2% |
| SCHP Schwab U.S. Tips ETF | 0.32% | 21,290 | $564K | No change |
| AAPL Apple Inc. | 0.32% | 2,059 | $560K | Reduce -16.5% |
| AFRM Affirm Holdings Inc. | 0.30% | 7,000 | $521K | No change |
| ORCL Oracle Corp. | 0.29% | 2,585 | $504K | No change |
| MCO Moody's Corp. | 0.28% | 964 | $493K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 949 | $477K | Add +99.4% |
| IVW iShares S&P 500 Growth ETF | 0.27% | 3,830 | $472K | No change |
| STE Steris PLC | 0.25% | 1,694 | $430K | No change |
| DFSD Dimensional Short Duration | 0.23% | 8,494 | $407K | Add +0.1% |
| HUM Humana Inc. | 0.23% | 1,587 | $407K | No change |
| MAR Marriott International Class A | 0.20% | 1,102 | $342K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 530 | $326K | Add +5.0% |
| DE Deere & Co. | 0.18% | 692 | $322K | No change |
| SCHF Schwab Intl Equity ETF | 0.18% | 13,328 | $320K | No change |
| SCHV Schwab US Large-Cap Value | 0.17% | 9,992 | $296K | No change |
| AVGO Broadcom Inc. | 0.17% | 850 | $294K | No change |
| DFAU Dimensional US Core Equity M | 0.17% | 6,225 | $291K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 747 | $250K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.13% | 6,967 | $235K | No change |
| DIHP Dimensional International Hi | 0.13% | 6,978 | $221K | No change |
| VOO Vanguard S&P 500 ETF | 0.12% | 344 | $216K | New |
| XOM Exxon Mobil Corp. | 0.12% | 1,731 | $208K | New |
| EFV iShares MSCI Eafe Value ETF | 0.12% | 2,898 | $207K | New |
| NET Cloudflare Inc. Class A | 0.12% | 1,040 | $205K | No change |