| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 22.04% | 22.41% | $4,572.9万 | 124.1万股 | $4,099.9万 | 120.7万股 | +3.4万股+2.85% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 18.83% | 18% | $3,906.8万 | 88.1万股 | $3,292.8万 | 84.7万股 | +3.3万股+3.94% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 15.29% | 14.96% | $3,172.3万 | 45.4万股 | $2,736.6万 | 43.8万股 | +1.6万股+3.57% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 12.42% | 11.77% | $2,577.5万 | 31.5万股 | $2,152.4万 | 30.4万股 | +1.1万股+3.63% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 10.22% | 10.68% | $2,121.2万 | 50.3万股 | $1,954.2万 | 46.3万股 | +4.0万股+8.57% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 6.66% | 6.79% | $1,382.2万 | 25.8万股 | $1,242.1万 | 23.7万股 | +2.1万股+8.91% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 5.32% | 5.84% | $1,104.1万 | 21.7万股 | $1,067.5万 | 21.1万股 | +6,915股+3.28% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 3.24% | 3.46% | $672.5万 | 14.1万股 | $632.0万 | 13.2万股 | +8,826股+6.69% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 1.42% | 1.43% | $294.6万 | 6.3万股 | $261.6万 | 6.4万股 | -488股-0.77% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 1.16% | 1.16% | $241.4万 | 2.9万股 | $212.4万 | 2.9万股 | +376股+1.31% | 加仓 |
| GGLACIER BANCORP NEWGBCI |
| 0.93% | 0.91% | $192.6万 | 3.7万股 | $166.8万 | 3.7万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSB |
| 0.73% | 0.72% | $150.4万 | 2.9万股 | $131.0万 | 2.5万股 | +3,554股+14.04% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.49% | 0.57% | $102.4万 | 2.3万股 | $105.2万 | 2.5万股 | -2,096股-8.45% | 减仓 |
| DDimensional维度·USDFUV |
| 0.39% | 0.41% | $81.6万 | 1.5万股 | $74.6万 | 1.5万股 | -566股-3.68% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.26% | 0.28% | $53.5万 | 1.4万股 | $51.0万 | 1.4万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSE |
| 0.24% | 0.26% | $48.9万 | 1.0万股 | $47.0万 | 1.1万股 | -1,096股-9.87% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.14% | 0.13% | $28.4万 | 6,993股 | $24.2万 | 6,993股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.12% | 0.11% | $24.2万 | 654股 | $21.0万 | 654股 | 00.00% | 持仓不变 |
 PINNACLE WEST CAPPNW |
| 0.1% | — | $21.2万 | 1,984股 | $0 | 0股 | +1,984股 | 新买入 |
