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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| DFAC | DIMENSIONAL US CORE EQUITY 2 ETF | 777,130 | +59,884 | +8.35% | $35.17 | 20.10% | 0.00% | 25,637,521 | 2025-03-31 | ||||||
| DCOR | DIMENSIONAL US CORE EQUITY 1 ETF | 345,213 | +37,406 | +12.15% | $65.12 | 16.60% | 0.00% | 21,171,933 | 2025-03-31 | ||||||
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 431,387 | +44,258 | +11.43% | $41.98 | 14.23% | 0.00% | 18,144,152 | 2025-03-31 | ||||||
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 276,251 | +21,610 | +8.49% | $47.27 | 10.29% | 0.00% | 13,127,461 | 2025-03-31 | ||||||
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 458,457 | +60,048 | +15.07% | $26.70 | 9.98% | 0.00% | 12,731,361 | 2025-03-31 | ||||||
| MUB | ISHARES NATIONAL MUNI BOND ETF | 90,218 | -2,066 | -2.24% | $107.24 | 7.46% | 0.02% | 9,512,585 | 2025-03-31 | ||||||
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 228,014 | +29,500 | +14.86% | $27.04 | 4.73% | 0.00% | 6,033,256 | 2025-03-31 | ||||||
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 64,111 | -4,126 | -6.05% | $73.09 | 3.69% | 0.00% | 4,708,954 | 2025-03-31 | ||||||
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 67,705 | +8,806 | +14.95% | $48.06 | 2.53% | 0.00% | 3,220,727 | 2025-03-31 | ||||||
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 20,872 | +2,684 | +14.76% | $105.63 | 1.73% | 0.03% | 2,204,083 | 2025-03-31 | ||||||
| DFAX | DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | 80,893 | +727 | +0.91% | $25.72 | 1.66% | 0.00% | 2,119,397 | 2025-03-31 | ||||||
| DFUS | DIMENSIONAL US EQUITY ETF | 30,167 | +252 | +0.84% | $64.19 | 1.43% | 0.00% | 1,824,502 | 2025-03-31 | ||||||
| DFAS | DIMENSIONAL US SMALL CAP ETF | 12,585 | -1,447 | -10.31% | $67.06 | 0.59% | 0.00% | 751,958 | 2025-03-31 | ||||||
| IXC | ISHARES GLOBAL ENERGY ETF | 13,799 | 0 | 0.00% | $40.43 | 0.46% | 0.03% | 580,524 | 2025-03-31 | ||||||
| MGK | VANGUARD WORLD FUND | 1,789 | -387 | -17.78% | $336.85 | 0.43% | 0.00% | 552,587 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 1,019 | 0 | 0.00% | $462.25 | 0.43% | 0.00% | 542,700 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 935 | 0 | 0.00% | $594.72 | 0.41% | 0.00% | 525,376 | 2025-03-31 | ||||||
| EXR | EXTRA SPACE STORAGE | 3,424 | 0 | 0.00% | $163.63 | 0.40% | 0.00% | 508,430 | 2025-03-31 | ||||||
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND | 3,332 | -822 | -19.79% | $129.24 | 0.34% | 0.01% | 429,295 | 2025-03-31 | ||||||
| UMH | UMH PROPERTIES | 19,954 | 0 | 0.00% | $19.16 | 0.29% | 0.02% | 373,140 | 2025-03-31 | ||||||
| IRM | IRON MOUNTAIN | 4,275 | 0 | 0.00% | $116.50 | 0.29% | 0.00% | 367,821 | 2025-03-31 | ||||||
| CBRE | CBRE GROUP | 2,785 | 0 | 0.00% | $131.52 | 0.29% | 0.00% | 364,222 | 2025-03-31 | ||||||
| COP | CONOCOPHILLIPS | 3,188 | 0 | 0.00% | $105.69 | 0.26% | 0.00% | 334,804 | 2025-03-31 | ||||||
| DFAT | DIMENSIONAL US TARGETED VALUE ETF | 6,290 | +56 | +0.90% | $57.13 | 0.25% | 0.00% | 323,871 | 2025-03-31 | ||||||
| EPRT | ESSENTIAL PROPERTIES REALTY TRUST | 9,650 | 0 | 0.00% | $32.68 | 0.25% | 0.00% | 314,976 | 2025-03-31 | ||||||
| XLRE | REAL ESTATE SELECT SECTOR SPDR FUND | 7,115 | 0 | 0.00% | $43.13 | 0.23% | 0.00% | 297,763 | 2025-03-31 | ||||||
| WTTR | SELECT WATER SOLUTIONS | 26,519 | 0 | 0.00% | $12.80 | 0.22% | 0.03% | 278,450 | 2025-03-31 | ||||||
| STAG | STAG INDUSTRIAL | 6,200 | 0 | 0.00% | $36.57 | 0.18% | 0.00% | 223,944 | 2025-03-31 | ||||||
| APLE | APPLE HOSPITALITY REIT | 13,710 | 0 | 0.00% | $15.50 | 0.14% | 0.01% | 176,996 | 2025-03-31 | ||||||
| MPW | MEDICAL PROPERTIES TRUST | 26,100 | 0 | 0.00% | $4.43 | 0.12% | 0.00% | 157,383 | 2025-03-31 | ||||||
| SCMB | SCHWAB MUNICIPAL BOND ETF | 0 | -28,101 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| AAPL | APPLE | 0 | -850 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| CAT | CATERPILLAR | 0 | -585 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 0 | -383 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||