Retirement Solution LLC — 13F holdings

Retirement Solution LLC reported 81 holdings worth $526M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. DFSU DIMENSIONAL ETF TRUST — $259M (49.3%)
  2. DUHP DFA INVT DIMENSIONS GROUP IN — $55.5M (10.6%)
  3. DFUS DIMENSIONAL ETF TRUST — $35.7M (6.8%)
  4. DIMENSIONAL ETF TRUST — $33.0M (6.3%)
  5. DFSV DFA INVT DIMENSIONS GROUP IN — $24.8M (4.7%)
  6. MSFT MICROSOFT CORP — $18.9M (3.6%)
  7. DFSI DIMENSIONAL ETF TRUST — $15.7M (3.0%)
  8. DFSE DIMENSIONAL ETF TRUST — $12.4M (2.4%)
  9. AAPL APPLE INC — $10.9M (2.1%)
  10. QQQ Invesco Qqq Tr — $7.35M (1.4%)