|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
919,065 |
$32M |
12.17% |
0.6%
|
- |
|
VGIT
|
US |
VANGUARD INTERMEDIATE-TERM T |
315,554 |
$18M |
7.01% |
3.2%
|
- |
|
DFIC
|
US |
DIMENSIONAL INTERNATIONAL CO |
599,660 |
$15M |
5.93% |
-0.9%
|
- |
|
DFSV
|
US |
DIMENSIONAL US SMALL CAP VAL |
411,520 |
$13M |
4.85% |
-15.2%
|
- |
|
DFUS
|
US |
DIMENSIONAL US EQ MKT ETF |
197,471 |
$13M |
4.82% |
-0.8%
|
- |
|
DFGR
|
US |
DIM GLOBAL REAL ESTATE ETF |
463,950 |
$12M |
4.54% |
3.8%
|
- |
|
DFEM
|
US |
DIMENSIONAL EMERGING MARKETS |
435,592 |
$11M |
4.37% |
5.8%
|
- |
|
MDYV
|
US |
SPDR S&P 400 MID CAP VALUE E |
133,725 |
$11M |
4.11% |
-6.4%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
97,135 |
$10M |
3.96% |
-12.2%
|
- |
|
AAPL
|
US |
APPLE INC |
41,214 |
$10M |
3.95% |
134.5%
|
- |
|
DISV
|
US |
DIMENSIONAL INTERNATIONAL SM |
323,292 |
$9M |
3.29% |
-11.0%
|
- |
|
AVUV
|
US |
AVANTIS US SMALL CAP VALUE |
87,078 |
$8M |
3.22% |
8.7%
|
- |
|
DFAU
|
US |
DIMENSIONAL US CORE EQUITY M |
189,391 |
$8M |
2.94% |
71.5%
|
- |
|
AVDV
|
US |
AVANTIS INTL S/C VALUE ETF |
109,406 |
$7M |
2.73% |
18.2%
|
- |
|
PLTR
|
US |
PALANTIR TECHNOLOGIES INC-A |
77,933 |
$6M |
2.26% |
-5.7%
|
- |
|
SUB
|
US |
ISHARES SHORT-TERM NATIONAL |
50,624 |
$5M |
2.04% |
1.4%
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
81,224 |
$5M |
1.73% |
-8.3%
|
- |
|
DFAI
|
US |
DIMENSIONAL INTERNATIONAL CO |
139,509 |
$4M |
1.56% |
117.4%
|
- |
|
VTIP
|
US |
VANGUARD SHORT-TERM TIPS |
72,324 |
$4M |
1.34% |
1.4%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
15,805 |
$2M |
0.87% |
-0.1%
|
- |