Applied Capital LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
53
Quarter
2025 Q4
Top Holding
DFAC (20.6%)
Top 10 Concentration
78.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 53
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DFAC
DIMENSIONAL ETF...
ETF 20.59% 20.61% #1
Prev: #1
10.0 25,063 1.9%
P
S
1,351,505 $53,506,093 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 13.37% 13.34% #2
Prev: #2
7.4 1,345 2.5%
P
S
55,409 $34,748,736 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 7.99% 7.85% #3
Prev: #3
5.2 7,387 2.3%
P
S
332,339 $20,761,230 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 7.45% 7.61% #4
Prev: #4
5.0 146 0.3%
P
S
57,706 $19,347,171 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIC
DIMENSIONAL ETF...
Bond/Debt 6.14% 6.06% #5
Prev: #5
4.5 4,815 1.1%
P
S
463,250 $15,963,608 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VXF
VANGUARD INDEX ...
ETF 5.36% 5.50% #6
Prev: #6
4.1 1,396 2.1%
P
S
66,568 $13,920,614 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BNDW
VANGUARD SCOTTS...
ETF 5.03% 4.96% #7 1
Prev: #8
4.0 13,752 7.8%
P
S
190,325 $13,083,011 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DUHP
DIMENSIONAL ETF...
ETF 4.94% 5.03% #8 1
Prev: #7
4.0 6,988 2.1%
P
S
337,545 $12,836,834 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VXUS
VANGUARD STAR F...
Bond/Debt 4.36% 4.40% #9
Prev: #9
3.7 1,551 1.0%
P
S
150,088 $11,322,624 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 3.24% 3.32% #10
Prev: #10
3.3 4,420 2.9%
P
S
156,501 $8,413,491 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DFCF
DIMENSIONAL ETF...
ETF 1.96% 1.85% #11 1
Prev: #12
2.8 12,082 11.2%
P
S
119,597 $5,090,030 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIHP
DIMENSIONAL ETF...
Bond/Debt 1.86% 1.87% #12 1
Prev: #11
0.7 -371 -0.2%
P
S
152,358 $4,824,401 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFGP
DIMENSIONAL ETF...
ETF 1.80% 1.53% #13 1
Prev: #14
2.8 18,154 26.6%
P
S
86,529 $4,678,620 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DUSB
DIMENSIONAL ETF...
ETF 1.15% 1.77% #14 1
Prev: #13
0.6 -27,437 -31.7%
P
S
59,020 $2,989,343 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAT
DIMENSIONAL ETF...
ETF 1.07% 1.09% #15
Prev: #15
0.4 no change no change
P
S
46,620 $2,775,751 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BALT
INNOVATOR ETFS ...
ETF 0.99% 0.77% #16 2
Prev: #18
2.5 17,859 30.5%
P
S
76,460 $2,562,178 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DEXC
DIMENSIONAL ETF...
ETF 0.94% 0.90% #17 1
Prev: #16
2.4 973 2.5%
P
S
40,553 $2,454,247 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VUSB
VANGUARD BD IND...
ETF 0.91% 0.65% #18 6
Prev: #24
2.5 15,152 46.9%
P
S
47,457 $2,365,258 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAR
DIMENSIONAL ETF...
ETF 0.84% 0.86% #19 2
Prev: #17
2.4 6,742 7.6%
P
S
95,834 $2,194,704 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAX
DIMENSIONAL ETF...
ETF 0.75% 0.76% #20 1
Prev: #19
0.3 -377 -0.6%
P
S
59,734 $1,955,094 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIV
DIMENSIONAL ETF...
Bond/Debt 0.75% 0.72% #21 1
Prev: #20
0.3 no change no change
P
S
38,926 $1,942,401 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DEHP
DIMENSIONAL ETF...
ETF 0.69% 0.71% #22 1
Prev: #21
0.3 -1,894 -3.3%
P
S
55,548 $1,791,412 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFEV
DIMENSIONAL ETF...
ETF 0.66% 0.66% #23
Prev: #23
0.3 -878 -1.7%
P
S
50,695 $1,710,454 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFEM
DIMENSIONAL ETF...
ETF 0.66% 0.67% #24 2
Prev: #22
0.3 -650 -1.2%
P
S
51,578 $1,706,216 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFUS
DIMENSIONAL ETF...
ETF 0.61% 0.63% #25
Prev: #25
0.2 -85 -0.4%
P
S
21,352 $1,583,649 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZAUG
INNOVATOR ETFS ...
ETF 0.00% 0.08%
Sold All 😨
(Was: #48)
0.3 -7,955 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 53 holdings

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