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.

S3B1 - IFA High Profitability ETF Index Portfolio 0 Allocation

Stock Fund Allocation: 0%

ManagerRegion%Size%Style%Fund Name%TickerHldgs*Price to
Book*
US 0.00% Large 0.00% Value 0.00% DFA US Large Cap Value ETF 0.00% DFLV 337 2.60
Profitability 0.00% DFA US High Profitability ETF 0.00% DUHP
Small 0.00% Blend 0.00% DFA US Small Cap ETF 0.00% DFAS 2,055 2.11
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% Profitability 0.00% DFA International High Profitability ETF 0.00% DIHP 526 3.52
Small 0.00% Blend 0.00% DFA International Small Cap ETF 0.00% DFIS 3,446 1.55
Value 0.00% DFA International Small Cap Value ETF 0.00% DISV 1,609 1.03
Emerging Markets 0.00% Large 0.00% Profitability 0.00% Dimensional Em Mkts High Prof ETF 0.00% DEHP 765 3.48
Small 0.00% Blend 0.00% DFA Emerging Markets Small Cap 0.00% DEMSX 4,646 1.41
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% Short 50.00% Mixed 50.00% DFA One-Year Fixed Income 25.00% DFIHX 176 n/a n/a
DFA Two-Year Global Fixed Income 25.00% DFGFX 300 n/a n/a
Intermediate 25.00% Mixed 25.00% DFA Five-Year Global Fixed Income 25.00% DFGBX 425 n/a n/a
US 25.00% Short 25.00% Government 25.00% DFA Short Term Government 25.00% DFFGX 20 n/a n/a
*Updated as of 11/2/2026