28 assets, filed May 14, 2026 (FD Original).
AVDV
Avantis International Small Cap Value ETF · Exchange-traded fund · IRA
$15,001 - $50,000
AVDV
Avantis International Small Cap Value ETF · Exchange-traded fund · Roth IRA SP
$1,001 - $15,000
AVDV
Avantis International Small Cap Value ETF · Exchange-traded fund · Roth IRA
$15,001 - $50,000
AVDV
Avantis International Small Cap Value ETF · Exchange-traded fund · Solo 401(k) SP
$15,001 - $50,000
Boeing Credit Union
Bank/brokerage account · Joint
$15,001 - $50,000
DFESX
DFA Emerging Markets Social Core Equity Portfolio · Mutual fund · Roth IRA SP
$15,001 - $50,000
DFESX
DFA Emerging Markets Social Core Equity Portfolio · Mutual fund · Roth IRA SP
$1,001 - $15,000
DFGEX
DFA Global Real Estate Securities Ptf · Mutual fund
$100,000
DFA International Social Core Equity Portfolio Instl Class
$100,000
DFSPX
DFA International Sustainability Core 1 Portfolio · Mutual fund
$100,000
DFSPX
DFA International Sustainability Core 1 Portfolio · Mutual fund · Roth IRA SP
$1,001 - $15,000
DFSPX
DFA International Sustainability Core 1 Portfolio · Mutual fund · SEP IRA
$15,001 - $50,000
DFUEX
DFA U.S. Social Core Equity 2 Portfolio · Mutual fund
$250,000
DFSIX
DFA U.S. Sustainability Core I Ptf · Mutual fund · SEP IRA
$1,001 - $15,000
DFSIX
DFA U.S. Sustainability Core I Ptf · Mutual fund
$250,000
DFGR
Dimensional ETF Trust Dimensional Global Real Estate ETF · Exchange-traded fund · SEP IRA
None
Dimensional ETF Trust Dimensional International Small Cap
$100,000
Dimensional ETF Trust Dimensional US Large Cap Value ETF
$250,000
Dimensional ETF Trust Dimensional US Small Cap Value ETF
$250,000
DFIV
Dimensional International Value ETF · Exchange-traded fund
$250,000
DFIV
Dimensional International Value ETF · Exchange-traded fund · SEP IRA
$1,001 - $15,000
DFIV
Dimensional International Value ETF · Exchange-traded fund · Solo 401(k) SP
$1,001 - $15,000
DFAC
Dimensional U.S. Core Equity 2 ETF · Exchange-traded fund · SEP IRA
$1,001 - $15,000
Schwab Money Market
Bank/brokerage account · Roth IRA
$1,001 - $15,000
Schwab Money Market
Bank/brokerage account · SEP IRA
None
Schwab Money Market
Bank/brokerage account · Solo 401(k) SP
$1,001 - $15,000
DISV
Value ETF · Exchange-traded fund · Solo 401(k) SP
$1,001 - $15,000
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
$100,000