Forteris Wealth Management Inc. ETFs

Forteris Wealth Management Inc.

$102 Billion
Q4 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFAU Dimensional ETF Tr	$0	$7.52 Billion 7.41% of portfolio	160,762	Q4 2025 New
DFAI Dimensional ETF Tr	$0	$5.77 Billion 5.68% of portfolio	151,498	Q4 2025 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$5.33 Billion 5.24% of portfolio	114,340	Q4 2025 New
QUAL Ishares Msci Usa Quality Facto	$0	$4.91 Billion 4.83% of portfolio	24,708	Q4 2025 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$3.93 Billion 3.87% of portfolio	99,261	Q4 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$3.77 Billion 3.71% of portfolio	37,699	Q4 2025 New
DFUS Dimensional ETF Tr U S Equity	$0	$3.71 Billion 3.65% of portfolio	49,984	Q4 2025 New
PRF Invesco Exchange Traded Fd Tr	$0	$3.43 Billion 3.37% of portfolio	73,050	Q4 2025 New
DFIV Dimensional ETF Tr	$0	$3.38 Billion 3.32% of portfolio	67,637	Q4 2025 New

DFAT Dimensional ETF Tr U S Target	$0	$3.14 Billion 3.09% of portfolio	52,662	Q4 2025 New
IWB Ishares Tr Russell 1000 ETF	$0	$3.09 Billion 3.04% of portfolio	8,280	Q4 2025 New
BOND Pimco Active Bond Exchange Tra	$0	$2.42 Billion 2.39% of portfolio	26,049	Q4 2025 New
IQLT Ishares Msci Intl Quality Fact	$0	$2.12 Billion 2.09% of portfolio	46,649	Q4 2025 New
TIP Ishares Tr Tips Bd ETF	$0	$1.86 Billion 1.83% of portfolio	16,926	Q4 2025 New
DFAE Dimensional ETF Tr	$0	$1.83 Billion 1.8% of portfolio	56,123	Q4 2025 New
IWM Ishares Russell 2000 ETF	$0	$1.72 Billion 1.69% of portfolio	6,994	Q4 2025 New
LQD Ishares Iboxx $ Investment Gra	$0	$1.4 Billion 1.38% of portfolio	12,720	Q4 2025 New
DUHP Dimensional ETF Tr Dimensional	$0	$859 Million 0.85% of portfolio	22,583	Q4 2025 New

JEPI J P Morgan Exchange Traded Fd	$0	$784 Million 0.77% of portfolio	13,691	Q4 2025 New
DEHP Dimensional ETF Tr Emerging Mk	$0	$750 Million 0.74% of portfolio	23,241	Q4 2025 New
NEAR Blackrock Short Maturity Bond	$0	$654 Million 0.64% of portfolio	12,795	Q4 2025 New
DFAS Dimensional ETF Tr U S Small C	$0	$582 Million 0.57% of portfolio	8,348	Q4 2025 New
PFF Ishares Trust Ishares Pfd And	$0	$580 Million 0.57% of portfolio	18,740	Q4 2025 New
DFNM Dimensional ETF Tr Natl Mun Bd	$0	$574 Million 0.56% of portfolio	11,915	Q4 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$443 Million 0.44% of portfolio	8,370	Q4 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$391 Million 0.38% of portfolio	573	Q4 2025 New
DIHP Dimensional ETF Tr Dimensional	$0	$348 Million 0.34% of portfolio	10,975	Q4 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$337 Million 0.33% of portfolio	3,505	Q4 2025 New
IDEV Ishares Core Msci Intl Develop	$0	$327 Million 0.32% of portfolio	3,959	Q4 2025 New
DFIP Dimensional ETF Tr Inflation P	$0	$289 Million 0.28% of portfolio	6,958	Q4 2025 New
DFCF Dimensional ETF Tr Core Fxd In	$0	$265 Million 0.26% of portfolio	6,225	Q4 2025 New

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Forteris Wealth Management Inc. ETFs

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