Longview Financial Advisors LLC
158 holdingsFiling period: 2026-03-31Current AUM: $194.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 697.1K | $27.1M | $31.0M | 15.96% | +10.0K | 2026-03-31 |
| 2 | JPIE | J P MORGAN EXCHANGE TRADED F | 520.0K | $24.0M | $23.8M | 12.27% | +8.6K | 2026-03-31 |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 268.6K | $21.3M | $21.1M | 10.87% | -16,175 | 2026-03-31 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 218.7K | $18.1M | $17.8M | 9.15% | +28.3K | 2026-03-31 |
| 5 | HELO | J P MORGAN EXCHANGE TRADED F | 266.7K | $17.0M | $18.3M | 9.40% | +16.0K | 2026-03-31 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 275.5K | $16.4M | $16.1M | 8.27% | +10.1K | 2026-03-31 |
| 7 | DFLV | DIMENSIONAL ETF TRUST | 229.0K | $8.2M | $9.3M | 4.80% | +7.1K | 2026-03-31 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 183.6K | $6.3M | $6.9M | 3.56% | +2.1K | 2026-03-31 |
| 9 | DISV | DIMENSIONAL ETF TRUST | 159.6K | $6.3M | $6.8M | 3.48% | +1.3K | 2026-03-31 |
| 10 | DFIC | DIMENSIONAL ETF TRUST | 150.5K | $5.3M | $5.7M | 2.95% | +3.1K | 2026-03-31 |
| 11 | IEI | ISHARES TR | 31.4K | $3.7M | $3.7M | 1.88% | -43 | 2026-03-31 |
| 12 | DFSU | DIMENSIONAL ETF TRUST | 71.3K | $2.9M | $3.4M | 1.73% | +8.9K | 2026-03-31 |
| 13 | DFGR | DIMENSIONAL ETF TRUST | 107.9K | $2.9M | $3.2M | 1.65% | +6.6K | 2026-03-31 |
| 14 | DFSE | DIMENSIONAL ETF TRUST | 37.5K | $1.6M | $1.7M | 0.89% | +1.5K | 2026-03-31 |
| 15 | IGSB | ISHARES TR | 28.6K | $1.5M | $1.5M | 0.77% | -- | 2026-03-31 |
| 16 | AAPL | APPLE INC | 5.9K | $1.5M | $1.8M | 0.93% | -8 | 2026-03-31 |
| 17 | DFSI | DIMENSIONAL ETF TRUST | 32.6K | $1.4M | $1.5M | 0.77% | +2.6K | 2026-03-31 |
| 18 | DFAI | DIMENSIONAL ETF TRUST | 32.2K | $1.3M | $1.4M | 0.70% | -1,893 | 2026-03-31 |
| 19 | DFIV | DIMENSIONAL ETF TRUST | 22.7K | $1.2M | $1.3M | 0.67% | -182 | 2026-03-31 |
| 20 | ACWI | ISHARES TR | 7.2K | $991K | $1.1M | 0.58% | -61 | 2026-03-31 |
| 21 | DFAU | DIMENSIONAL ETF TRUST | 18.6K | $838K | $962K | 0.50% | -- | 2026-03-31 |
| 22 | CAT | CATERPILLAR INC | 1.1K | $806K | $927K | 0.48% | -- | 2026-03-31 |
| 23 | META | META PLATFORMS INC | 1.4K | $777K | $756K | 0.39% | -100 | 2026-03-31 |
| 24 | DFUV | DIMENSIONAL ETF TRUST | 15.0K | $728K | $835K | 0.43% | -207 | 2026-03-31 |
| 25 | DLS | WISDOMTREE TR | 8.8K | $715K | $756K | 0.39% | -118 | 2026-03-31 |
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