IFA Index Portfolio 0 S2B2

Most Conservative: Generally intended for investors who have 2 years before needing approximately 20% of their investments and are comfortable with minimal risk to achieve incremental portfolio growth potential with an emphasis on capital preservation.

S1B1, S2B2, S3B1, S4B9 and S5B10 refer to various IFA Index allocations of stock and bond indexes. Please contact an IFA Wealth Advisor for more details on Index options.

S2B2 - IFA Core Plus ETF Portfolio 0 Allocation

Stock Fund Allocation: 0%

ManagerRegion%Size%Style%Fund Name%TickerHldgs*Price to
Book*
US 0.00% Large 0.00% Core 0.00% Dimensional US Core Equity 2 ETF 0.00% DFAC 2,538 3.71
Profitability 0.00% DFA US High Profitability ETF 0.00% DUHP
Small 0.00% Value 0.00% Dimensional US Small Cap Value ETF 0.00% DFSV 1,066 1.23
Global 0.00% Large 0.00% Real Estate 0.00% DFA Global Real Estate ETF 0.00% DFGR 416 1.75
International 0.00% Large 0.00% Core 0.00% Dimensional International Core Eq 2 ETF 0.00% DFIC 4,095 1.88
Profitability 0.00% DFA International High Profitability ETF 0.00% DIHP 526 3.52
Small 0.00% Value 0.00% DFA International Small Cap Value ETF 0.00% DISV 1,609 1.03
Emerging Markets 0.00% Large 0.00% Core 0.00% Dimensional Emerging Markets Cr Eq 2 ETF 0.00% DFEM 6,691 1.91
Profitability 0.00% Dimensional Em Mkts High Prof ETF 0.00% DEHP 765 3.48
Small 0.00% Value 0.00% DFA Emerging Markets Value ETF 0.00% DFEV 3,477 1.31

Bond Fund Allocation: 100%

ManagerRegion%Maturity%Security Type%Fund Name%TickerHldgs*Effective
Duration*
Effective
Maturity*
Global 75.00% Broad 50.00% Mixed 25.00% Dimensional Core Fixed Income ETF 25.00% DFCF 1,853 n/a n/a
Credit 25.00% Dimensional Global Credit ETF 25.00% DGCB 1,158 n/a n/a
Intermediate 25.00% Mixed 25.00% Dimensional Global ex US Cor Fxd Inc ETF 25.00% DFGX 725 n/a n/a
US 25.00% Short 25.00% Credit 25.00% Dimensional Short-Duration Fixed Inc ETF 25.00% DFSD 1,536 n/a n/a
*Updated as of 10/2/2026