D DIMENSIONAL ETF TRUST DFAC
36.29% 34.72% $76.0M 1.7M $66.2M 1.7M +9,437 +0.55% Add D DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF DFAX
16.2% 16.1% $33.9M 920,770 $30.7M 903,646 +17,124 +1.89% Add D DIMENSIONAL ETF TRUST DFIV
8.83% 9.48% $18.5M 342,478 $18.1M 342,478 0 0.00% Unchanged D DIMENSIONAL US DFUV
3.24% 3.38% $6.8M 123,241 $6.4M 133,062 -9,821 -7.38% Reduce D DIMENSIONAL U.S. TARGETED VALUE ETF DFAT
2.74% 2.69% $5.7M 82,111 $5.1M 82,111 0 0.00% Unchanged BERKSHIRE HATHAWAY INC DEL BRK.B
2.5% 2.63% $5.2M 10,467 $5.0M 10,467 0 0.00% Unchanged DOCUSIGN INC DOCU
2.41% 2.82% $5.0M 113,428 $5.4M 113,428 0 0.00% Unchanged D DIMENSIONAL ETF TRUST DFEM
1.83% 1.51% $3.8M 94,261 $2.9M 83,580 +10,681 +12.78% Add AMAZON COM INC AMZN
1.64% 1.59% $3.4M 14,379 $3.0M 14,551 -172 -1.18% Reduce D DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI
1.47% 1.52% $3.1M 74,469 $2.9M 74,463 +6 +0.01% Add D DIMENSIONAL U.S. EQUITY MARKET ETF DFUS
1.35% 1.52% $2.8M 34,543 $2.9M 40,887 -6,344 -15.52% Reduce I ISHARES TR IVV
1.27% 1.26% $2.7M 3,564 $2.4M 3,680 -116 -3.15% Reduce S SCHWAB US SCHX
1.09% 1.04% $2.3M 77,331 $2.0M 77,331 0 0.00% Unchanged D DIMENSIONAL U.S. SMALL CAP ETF DFAS
0.92% 0.88% $1.9M 23,472 $1.7M 23,472 0 0.00% Unchanged D DIMENSIONAL ETF TRUST DFNM
0.92% 1.11% $1.9M 39,791 $2.1M 44,116 -4,325 -9.80% Reduce TESLA INC TSLA
0.91% 0.88% $1.9M 4,521 $1.7M 4,531 -10 -0.22% Reduce D DIMENSIONAL ETF TRUST DISV
0.8% 0.64% $1.7M 41,969 $1.2M 30,966 +11,003 +35.53% Add STEEL DYNAMICS INC STLD
0.8% 0.69% $1.7M 7,291 $1.3M 7,291 0 0.00% Unchanged D DIMENSIONAL ETF TRUST DFIP
0.78% 0.93% $1.6M 39,646 $1.8M 42,539 -2,893 -6.80% Reduce S SPDR GOLD TR GLD
0.75% 0.97% $1.6M 4,278 $1.8M 4,278 0 0.00% Unchanged D DIMENSIONAL ETF TRUST DFCF
0.69% 0.76% $1.4M 33,988 $1.4M 34,134 -146 -0.43% Reduce S SCHWAB US SCHA
0.68% 0.61% $1.4M 39,703 $1.2M 39,703 0 0.00% Unchanged D DIMENSIONAL EMERGING CORE EQUITY MARKET ETF DFAE
0.65% 0.6% $1.4M 33,970 $1.1M 33,961 +9 +0.03% Add S SCHWAB STRATEGIC TR SCHM
0.64% 0.59% $1.3M 36,275 $1.1M 36,275 0 0.00% Unchanged D DIMENSIONAL ETF TRUST DFSV
0.62% 0.56% $1.3M 33,503 $1.1M 30,461 +3,042 +9.99% Add NVIDIA CORPORATION NVDA
0.62% 0.64% $1.3M 6,471 $1.2M 6,950 -479 -6.89% Reduce S SCHWAB STRATEGIC TR SCHD
0.6% 0.64% $1.3M 39,910 $1.2M 39,910 0 0.00% Unchanged A Alphabet Inc Class C GOOG
0.51% 0.46% $1.1M 3,037 $876,390 3,055 -18 -0.59% Reduce D DIMENSIONAL ETF TRUST DFGP
0.49% 0.49% $1.0M 18,976 $927,154 17,173 +1,803 +10.50% Add S SCHWAB U.S. AGGREGATE BOND ETF SCHZ
0.46% 0.51% $966,570 41,789 $970,331 41,789 0 0.00% Unchanged D DIMENSIONAL ETF TRUST DFGR
0.39% 0.35% $806,662 27,845 $659,591 24,815 +3,030 +12.21% Add V VANGUARD INDEX FDS VOO
0.38% 0.36% $789,138 1,149 $685,208 1,147 +2 +0.17% Add BERKSHIRE HATHAWAY INC CL A BRK.A
0.36% 0.38% $748,850 1 $718,140 1 0 0.00% Unchanged APPLE INC AAPL
0.34% 0.37% $713,272 2,465 $704,630 2,776 -311 -11.20% Reduce D DIMENSIONAL US HIGH PROFITABILITY ETF DUHP
0.33% 0.32% $691,633 16,574 $609,260 16,574 0 0.00% Unchanged C3.ai Inc Ordinary Shares - Class A AI
0.31% 0.3% $643,808 70,826 $566,464 67,276 +3,550 +5.28% Add HUMANA INC COM HUM
0.3% 0.14% $630,556 1,587 $275,243 1,587 0 0.00% Unchanged G GENERAL DYNAMICS CORP GD
0.27% 0.26% $574,414 1,552 $497,268 1,550 +2 +0.13% Add AFFIRM HLDGS INC COM CL A AFRM
0.27% 0.17% $570,850 7,000 $320,740 7,000 0 0.00% Unchanged S SCHWAB US SCHP
0.27% 0.3% $564,180 21,290 $566,522 21,290 0 0.00% Unchanged I ISHARES TR IVW
0.25% 0.23% $526,740 3,830 $433,211 3,830 0 0.00% Unchanged JPMORGAN CHASE & CO JPM
0.22% 0.22% $454,661 1,389 $412,706 1,403 -14 -1.00% Reduce DEERE & CO DE
0.21% 0.2% $438,750 692 $389,620 692 0 0.00% Unchanged MOODYS CORP MCO
0.21% 0.22% $436,704 964 $420,631 964 0 0.00% Unchanged D DIMENSIONAL ETF TRUST DFIS
0.2% — $428,732 12,239 $0 0 +12,239 New Buy ORACLE CORP ORCL
0.2% 0.2% $422,786 2,885 $380,857 2,589 +296 +11.43% Add ADOBE INC COM ADBE
0.2% 0.26% $413,320 2,016 $490,535 2,018 -2 -0.10% Reduce MARRIOTT INTL INC NEW MAR
0.19% 0.19% $408,390 1,102 $361,085 1,104 -2 -0.18% Reduce I INVESCO QQQ TR QQQ
0.18% 0.16% $381,455 518 $298,979 518 0 0.00% Unchanged S SCHWAB STRATEGIC TR SCHF
0.18% 0.17% $369,174 13,328 $329,857 13,328 0 0.00% Unchanged 
