| Ticker | Asset | Value |
|---|
| DFUEX |
IRA ⇒ DFA U.S. Social Core Equity 2 Portfolio MF |
$100k–250k |
| DFLV |
IRA ⇒ Dimensional ETF Trust Dimensional US Large Cap Value ETF EF |
$100k–250k |
| DFIV |
IRA ⇒ Dimensional International Value ETF EF |
$100k–250k |
| DFSIX spouse |
Solo 401(k) ⇒ DFA U.S. Sustainability Core I Ptf MF |
$100k–250k |
| DFSV spouse |
Solo 401(k) ⇒ Dimensional ETF Trust Dimensional US Small Cap Value ETF EF |
$100k–250k |
| DFGEX |
IRA ⇒ DFA Global Real Estate Securities Ptf MF |
$50k–100k |
| DFSPX |
IRA ⇒ DFA International Sustainability Core 1 Portfolio MF |
$50k–100k |
| VGSLX |
IRA ⇒ Vanguard Real Estate Index Fund Admiral Shares MF |
$50k–100k |
| DSCLX spouse |
Solo 401(k) ⇒ DFA International Social Core Equity Portfolio Instl Class MF |
$50k–100k |
| DISV spouse |
Solo 401(k) ⇒ Dimensional ETF Trust Dimensional International Small Cap Value ETF EF |
$50k–100k |
| — joint |
Boeing Credit Union BA |
$15k–50k |
| DFESX |
IRA ⇒ DFA Emerging Markets Social Core Equity Portfolio MF |
$15k–50k |
| DFESX |
Roth IRA ⇒ DFA Emerging Markets Social Core Equity Portfolio MF |
$15k–50k |
| DFESX spouse |
Roth IRA ⇒ DFA Emerging Markets Social Core Equity Portfolio MF |
$15k–50k |
| DFGR |
SEP IRA ⇒ Dimensional ETF Trust Dimensional Global Real Estate ETF EF |
$15k–50k |
| AVRE spouse |
Solo 401(k) ⇒ Avantis Real Estate ETF EF |
$15k–50k |
| DFIV spouse |
Solo 401(k) ⇒ Dimensional International Value ETF EF |
$15k–50k |
| AVDV |
IRA ⇒ Avantis International Small Cap Value ETF EF |
$1k–15k |
| DFCF |
IRA ⇒ Dimensional Core Fixed Income ETF EF |
$1k–15k |
| DFGR |
IRA ⇒ Dimensional Global Real Estate ETF EF |
$1k–15k |
| — |
IRA ⇒ Schwab Money Market BA |
$1k–15k |
| AVDV |
Roth IRA ⇒ Avantis International Small Cap Value ETF EF |
$1k–15k |
| AVDV spouse |
Roth IRA ⇒ Avantis International Small Cap Value ETF EF |
$1k–15k |
| DFSPX spouse |
Roth IRA ⇒ DFA International Sustainability Core 1 Portfolio MF |
$1k–15k |
| — |
Schwab Money Market [BA] Roth IRA ⇒ Schwab Money Market BA |
$1k–15k |