CIK: 0000831941
Total reported value
$584.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUV | Dimensional US Marketwide Va | ETF-Other | 39.10% | — | +1.14% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 19.23% | — | +0.98% | |
| 3 | DFIV | Dimensional International Va | ETF-Other | 18.19% | — | +2.85% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 18.06% | — | -0.79% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.74% | — | -33.33% | |
| 6 | AAPL | Apple INC | Stock-Tech | 0.45% | — | -21.87% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.32% | — | — | |
| 8 | VONE | Vanguard Russell 1000 | ETF-Other | 0.29% | — | — | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 0.28% | — | — | |
| 10 | NUE | Nucor CORP | Stock-Materials | 0.28% | — | — | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | — | — | |
| 12 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.26% | — | +224.64% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | — | -0.12% | |
| 14 | BCBUSD | Primo Water CORP | Stock-Other | 0.21% | — | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | — | -12.84% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | — | -29.55% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | — | -33.00% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | — | -16.32% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | — | -2.33% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.12% | — | -3.06% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.12% | — | -33.88% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.09% | — | — | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.08% | — | — | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.08% | — | — | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.08% | — | -25.18% | |
| 27 | CAT | Caterpillar INC | Stock-Industrials | 0.08% | — | — | |
| 28 | HD | Home Depot INC | Stock-Consumer Disc | 0.07% | — | -9.99% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.07% | — | — | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.07% | — | -2.01% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.06% | — | -12.83% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.06% | — | -7.64% | |
| 33 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.06% | — | -75.23% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.06% | — | — | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.05% | — | -19.98% |