DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249,384 shares; 2025Q1: 295,616 shares; 2025Q2: 311,989 shares; 2025Q3: 313,314 shares; 2025Q4: 335,103 shares 335,103 $24.9M 12.59% +21,789 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 421,198 shares; 2025Q1: 405,527 shares; 2025Q2: 460,161 shares; 2025Q3: 483,993 shares; 2025Q4: 579,132 shares 579,132 $22.1M 11.18% +95,139 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,916 shares; 2025Q1: 207,518 shares; 2025Q2: 238,840 shares; 2025Q3: 242,434 shares; 2025Q4: 269,525 shares 269,525 $18.8M 9.52% +27,091 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,573 shares; 2025Q1: 117,470 shares; 2025Q2: 121,725 shares; 2025Q3: 128,022 shares; 2025Q4: 147,991 shares 147,991 $13.1M 6.64% +19,969 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,966 shares; 2025Q1: 173,691 shares; 2025Q2: 204,927 shares; 2025Q3: 220,382 shares; 2025Q4: 278,373 shares 278,373 $11.7M 5.91% +57,991 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276,668 shares; 2025Q1: 272,532 shares; 2025Q2: 292,656 shares; 2025Q3: 291,566 shares; 2025Q4: 320,222 shares 320,222 $10.4M 5.29% +28,656 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,807 shares; 2025Q1: 252,082 shares; 2025Q2: 262,231 shares; 2025Q3: 278,448 shares; 2025Q4: 301,959 shares 301,959 $9.95M 5.04% +23,511 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,709 shares; 2025Q1: 11,015 shares; 2025Q2: 11,343 shares; 2025Q3: 11,751 shares; 2025Q4: 12,116 shares 12,116 $8.3M 4.21% +365 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,742 shares; 2025Q1: 138,651 shares; 2025Q2: 138,880 shares; 2025Q3: 188,210 shares; 2025Q4: 191,922 shares 191,922 $8.22M 4.17% +3,712 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,368 shares; 2025Q1: 142,616 shares; 2025Q2: 134,739 shares; 2025Q3: 138,695 shares; 2025Q4: 136,311 shares 136,311 $6.09M 3.08% -2,384 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,503 shares; 2025Q1: 117,429 shares; 2025Q2: 134,521 shares; 2025Q3: 136,065 shares; 2025Q4: 132,033 shares 132,033 $5.73M 2.91% -4,032 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,641 shares; 2025Q1: 65,863 shares; 2025Q2: 76,109 shares; 2025Q3: 84,562 shares; 2025Q4: 86,878 shares 86,878 $4.5M 2.28% +2,316 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,198 shares; 2025Q1: 65,278 shares; 2025Q2: 66,092 shares; 2025Q3: 65,583 shares; 2025Q4: 64,487 shares 64,487 $4.03M 2.04% -1,096 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,746 shares; 2025Q1: 52,942 shares; 2025Q2: 57,211 shares; 2025Q3: 74,605 shares; 2025Q4: 78,492 shares 78,492 $3.95M 2% +3,887 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,417 shares; 2025Q1: 96,520 shares; 2025Q2: 96,465 shares; 2025Q3: 97,268 shares; 2025Q4: 96,678 shares 96,678 $3.5M 1.77% -590 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,553 shares; 2025Q1: 61,119 shares; 2025Q2: 60,540 shares; 2025Q3: 76,235 shares; 2025Q4: 75,996 shares 75,996 $3.15M 1.6% -239 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,234 shares; 2025Q1: 11,181 shares; 2025Q2: 11,084 shares; 2025Q3: 11,172 shares; 2025Q4: 11,041 shares 11,041 $2.72M 1.38% -131 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,253 shares; 2025Q1: 77,612 shares; 2025Q2: 76,690 shares; 2025Q3: 72,792 shares; 2025Q4: 74,926 shares 74,926 $2.67M 1.35% +2,134 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,548 shares; 2025Q1: 24,048 shares; 2025Q2: 25,974 shares; 2025Q3: 30,148 shares; 2025Q4: 34,924 shares 34,924 $2.59M 1.31% +4,776 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,396 shares; 2025Q1: 19,101 shares; 2025Q2: 29,250 shares; 2025Q3: 37,191 shares; 2025Q4: 42,474 shares 42,474 $2.49M 1.26% +5,283 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,919 shares; 2025Q1: 19,318 shares; 2025Q2: 20,639 shares; 2025Q3: 19,950 shares; 2025Q4: 19,131 shares 19,131 $2.46M 1.25% -819 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,056 shares; 2025Q1: 30,415 shares; 2025Q2: 32,578 shares; 2025Q3: 35,478 shares; 2025Q4: 50,484 shares 50,484 $2.38M 1.2% +15,006 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,095 shares; 2025Q1: 180,340 shares; 2025Q2: 180,790 shares; 2025Q3: 205,125 shares; 2025Q4: 214,754 shares 214,754 $2.23M 1.13% +9,629 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,178 shares; 2025Q1: 20,708 shares; 2025Q2: 20,999 shares; 2025Q3: 23,418 shares; 2025Q4: 27,553 shares 27,553 $2.17M 1.1% +4,135 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 3,918 shares; 2025Q2: 3,858 shares; 2025Q3: 4,241 shares; 2025Q4: 4,241 shares 4,241 $2.01M 1.02% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,065 shares; 2025Q1: 10,217 shares; 2025Q2: 11,494 shares; 2025Q3: 15,877 shares; 2025Q4: 19,036 shares 19,036 $1.93M 0.98% +3,159 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,058 shares; 2025Q1: 14,902 shares; 2025Q2: 24,313 shares; 2025Q3: 25,708 shares; 2025Q4: 35,646 shares 35,646 $1.72M 0.87% +9,938 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,834 shares; 2025Q3: 10,691 shares; 2025Q4: 31,237 shares 31,237 $1.69M 0.86% +20,546 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,933 shares; 2025Q1: 27,694 shares; 2025Q2: 26,427 shares; 2025Q3: 25,371 shares; 2025Q4: 27,117 shares 27,117 $1.3M 0.66% +1,746 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,197 shares; 2025Q1: 14,930 shares; 2025Q2: 15,300 shares; 2025Q3: 16,025 shares; 2025Q4: 15,827 shares 15,827 $1.22M 0.62% -198 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,860 shares; 2025Q1: 17,911 shares; 2025Q2: 15,900 shares; 2025Q3: 16,319 shares; 2025Q4: 16,408 shares 16,408 $1.03M 0.52% +89 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,277 shares; 2025Q1: 11,173 shares; 2025Q2: 11,173 shares; 2025Q3: 11,173 shares; 2025Q4: 11,001 shares 11,001 $906K 0.46% -172 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,228 shares; 2025Q1: 18,016 shares; 2025Q2: 19,856 shares; 2025Q3: 19,049 shares; 2025Q4: 19,016 shares 19,016 $890K 0.45% -33 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares 1,113 $759K 0.38% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares; 2025Q3: 1,605 shares; 2025Q4: 1,515 shares 1,515 $440K 0.22% -90 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,382 shares; 2025Q1: 1,543 shares; 2025Q2: 1,689 shares; 2025Q3: 1,691 shares; 2025Q4: 1,624 shares 1,624 $419K 0.21% -67 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,024 shares; 2025Q1: 3,250 shares; 2025Q2: 3,408 shares; 2025Q3: 3,617 shares; 2025Q4: 3,871 shares 3,871 $415K 0.21% +254 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,002 shares 9,002 $383K 0.19% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares 1,172 $379K 0.19% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,489 shares; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,476 shares; 2025Q4: 1,194 shares 1,194 $376K 0.19% -282 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,368 shares; 2025Q2: 5,992 shares; 2025Q3: 6,007 shares; 2025Q4: 4,824 shares 4,824 $355K 0.18% -1,183 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,445 shares; 2025Q1: 3,291 shares; 2025Q2: 3,938 shares; 2025Q3: 3,493 shares; 2025Q4: 2,487 shares 2,487 $347K 0.18% -1,006 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 912 shares; 2025Q1: not reported; 2025Q2: 1,512 shares; 2025Q3: 1,045 shares; 2025Q4: 1,165 shares 1,165 $317K 0.16% +120 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 352 shares; 2025Q4: 497 shares 497 $312K 0.16% +145 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,479 shares; 2025Q1: 2,486 shares; 2025Q2: 2,786 shares; 2025Q3: 2,736 shares; 2025Q4: 2,535 shares 2,535 $305K 0.15% -201 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,603 shares; 2025Q1: 3,116 shares; 2025Q2: 3,118 shares; 2025Q3: 2,939 shares; 2025Q4: 2,998 shares 2,998 $282K 0.14% +59 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,759 shares; 2025Q3: 10,303 shares; 2025Q4: 12,174 shares 12,174 $279K 0.14% +1,871 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,403 shares; 2025Q1: 3,403 shares; 2025Q2: 3,403 shares; 2025Q3: 3,403 shares; 2025Q4: 3,403 shares 3,403 $271K 0.14% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares 2,908 $265K 0.13% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 825 shares 825 $259K 0.13% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,406 shares; 2025Q4: 2,406 shares 2,406 $231K 0.12% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 444 shares; 2025Q4: 464 shares 464 $224K 0.11% +20 Timeline