DIMENSIONAL US MARKETWIDE VA - Security Detail

Security Name:	DIMENSIONAL US MARKETWIDE VA
Ticker:	DFUV
Security Type:	OTHER
Exchange:	US
CUSIP:	25434V724

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$8.82B	-	573	-
2024-09-30	$9.83B	+11.4%	586	+2.3%
2024-12-31	$8.74B	-11.1%	468	-20.1%

Institution	Value	Shares	% of Portfolio
M FINANCIAL ASSET MANAGEMENT, INC.	$5.2M	126K	25.1%
EFFICIENT FRONTIER ADVISORS LLC	$32.9M	803K	21.7%
BENNINGFIELD FINANCIAL ADVISORS, LLC	$18.5M	452K	18.1%
TIMONIER FAMILY OFFICE, LTD.	$27.0M	660K	13.9%
INDEX FUND ADVISORS, INC.	$252.1M	6,160K	13.6%
NAVIGOE, LLC	$13.2M	322K	12.9%
TRIUNE FINANCIAL PARTNERS, LLC	$37.7M	921K	11.9%
PILLAR FINANCIAL ADVISORS, LLC	$14.5M	354K	11.1%
TFO WEALTH PARTNERS, LLC	$22.6M	553K	10.8%
PLANCORP, LLC	$260.8M	6,373K	10.7%
PINNEY & SCOFIELD, INC.	$13.7M	334K	10.4%
TILLMAN HARTLEY LLC	$36.0M	878K	10.3%
PRUDENT MAN INVESTMENT MANAGEMENT, INC.	$18.5M	452K	10.3%
INVESTMARK ADVISORY GROUP LLC	$20.5M	501K	10.1%
WORTHPOINTE, LLC	$23.7M	579K	9.7%
KEB ASSET MANAGEMENT, LLC	$32.9M	804K	9.5%
SCHOOLCRAFT CAPITAL LLC	$44.8M	1,094K	9.4%
DOPKINS WEALTH MANAGEMENT, LLC	$18.3M	446K	9.3%
JACKSON THORNTON WEALTH MANAGEMENT, LLC	$70.4M	1,721K	8.9%
GRUNDEN FINANCIAL ADVISORY, INC.	$16.4M	400K	7.9%
ROOT FINANCIAL PARTNERS, LLC	$62.2M	1,518K	7.7%
HERITAGE INVESTMENT GROUP, INC.	$39.7M	971K	7.4%
CAPITAL PERFORMANCE ADVISORS LLP	$21.8M	533K	7.0%
FINANCIAL HARVEST, LLC	$8.1M	196K	6.8%
SPRINKLE FINANCIAL CONSULTANTS LLC	$9.7M	237K	6.6%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
BSVO	US	EA BRIDGEWAY OMNI SM-CP VAL	0.188	13	69
DUSB	US	DIMENSION ULTRASHORT FI ETF	0.179	12	67
DFAT	US	DIMENSIONAL US TARGET VALUE	0.156	78	500
AVEE	US	AVANTIS EM MKT SM CAP EQ ETF	0.154	2	13
DFEM	US	DIMENSIONAL EMERGING MARKETS	0.153	44	288
DFIV	US	DIMENSIONAL INTERNATIONAL VA	0.151	65	430
DFAR	US	DIMENSIONAL US REAL EST ETF	0.149	26	174
DFLV	US	DIM US LARGE CAP VALUE ETF	0.147	29	197
DFSD	US	DIMENSIONAL SHORT DURATION	0.145	34	235
DISV	US	DIMENSIONAL INTERNATIONAL SM	0.137	32	233
DFGR	US	DIM GLOBAL REAL ESTATE ETF	0.135	23	171
DFSV	US	DIMENSIONAL US SMALL CAP VAL	0.130	38	293
DFIC	US	DIMENSIONAL INTERNATIONAL CO	0.127	41	322
DFAS	US	DIMENSIONAL US SMALL CAP ETF	0.126	65	514
DFCF	US	DIMENSIONAL CORE FIXED INC	0.109	31	284
DFUS	US	DIMENSIONAL US EQ MKT ETF	0.109	55	504
DFAX	US	DIMENSIONAL WORLD EX US CORE	0.109	42	386
DFIS	US	DIMENSIONAL INTERNATIONAL SM	0.108	19	176
DUHP	US	DIMENSIONAL US HIGH PROFI ET	0.105	29	276
DFAU	US	DIMENSIONAL US CORE EQUITY M	0.090	30	332
DIHP	US	DIMENSIONAL INTERNATIONAL HI	0.089	15	169
DFAC	US	DIMENSIONAL US CORE EQUITY 2	0.088	63	712
AVDV	US	AVANTIS INTL S/C VALUE ETF	0.088	27	308
DFAE	US	DIMENSIONAL EMERGING CORE EQ	0.087	31	358
DFAI	US	DIMENSIONAL INTERNATIONAL CO	0.080	33	412