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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495,227 shares; 2024Q4: 3,616,414 shares; 2025Q1: 3,757,283 shares; 2025Q2: 3,461,789 shares; 2025Q3: 3,605,368 shares 3,605,368 $165M 40.64% +143,579 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202,117 shares; 2024Q4: 1,299,227 shares; 2025Q1: 1,346,026 shares; 2025Q2: 1,199,388 shares; 2025Q3: 1,249,322 shares 1,249,322 $45.4M 11.19% +49,934 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,170 shares; 2024Q4: 308,440 shares; 2025Q1: 303,299 shares; 2025Q2: 563,708 shares; 2025Q3: 535,588 shares 535,588 $43.2M 10.64% -28,120 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129,702 shares; 2024Q4: 1,191,617 shares; 2025Q1: 1,255,794 shares; 2025Q2: 1,094,058 shares; 2025Q3: 1,134,204 shares 1,134,204 $35.8M 8.81% +40,146 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,195 shares; 2024Q4: 124,729 shares; 2025Q1: 123,235 shares; 2025Q2: 150,944 shares; 2025Q3: 159,307 shares 159,307 $16M 3.93% +8,363 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,076 shares; 2024Q4: 169,019 shares; 2025Q1: 165,456 shares; 2025Q2: 315,800 shares; 2025Q3: 298,322 shares 298,322 $12.8M 3.14% -17,478 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,431 shares; 2024Q4: 83,437 shares; 2025Q1: 84,667 shares; 2025Q2: 103,570 shares; 2025Q3: 106,269 shares 106,269 $11.3M 2.79% +2,699 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,891 shares; 2024Q4: 97,754 shares; 2025Q1: 95,944 shares; 2025Q2: 230,593 shares; 2025Q3: 220,439 shares 220,439 $10.3M 2.54% -10,154 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 9,324 shares; 2025Q1: 66,385 shares; 2025Q2: 132,588 shares; 2025Q3: 159,392 shares 159,392 $8.06M 1.99% +26,804 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,211 shares; 2024Q4: 178,128 shares; 2025Q1: 175,851 shares; 2025Q2: 202,708 shares; 2025Q3: 205,354 shares 205,354 $6.96M 1.71% +2,646 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,322 shares; 2024Q4: 215,418 shares; 2025Q1: 213,563 shares; 2025Q2: 248,705 shares; 2025Q3: 253,190 shares 253,190 $6.66M 1.64% +4,485 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,504 shares; 2024Q4: 13,871 shares; 2025Q1: 13,890 shares; 2025Q2: 13,881 shares; 2025Q3: 13,820 shares 13,820 $5.24M 1.29% -61 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,961 shares; 2025Q3: 36,941 shares 36,941 $4.45M 1.1% -20 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,331 shares; 2024Q4: 95,706 shares; 2025Q1: 95,054 shares; 2025Q2: 95,568 shares; 2025Q3: 88,877 shares 88,877 $4.05M 1% -6,691 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,904 shares; 2024Q4: 133,142 shares; 2025Q1: 127,647 shares; 2025Q2: 125,686 shares; 2025Q3: 119,495 shares 119,495 $3.09M 0.76% -6,191 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 8,127 shares; 2025Q1: 8,181 shares; 2025Q2: 8,268 shares; 2025Q3: 8,203 shares 8,203 $2.69M 0.66% -65 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,287 shares; 2024Q4: 41,434 shares; 2025Q1: 41,354 shares; 2025Q2: 41,357 shares; 2025Q3: 41,144 shares 41,144 $2.47M 0.61% -213 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,768 shares; 2024Q4: 69,501 shares; 2025Q1: 69,894 shares; 2025Q2: 70,284 shares; 2025Q3: 71,210 shares 71,210 $2.23M 0.55% +926 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,169 shares; 2024Q4: 57,169 shares; 2025Q1: 57,169 shares; 2025Q2: 57,169 shares; 2025Q3: 57,169 shares 57,169 $2.21M 0.54% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,650 shares; 2024Q4: 23,184 shares; 2025Q1: 22,959 shares; 2025Q2: 22,472 shares; 2025Q3: 22,041 shares 22,041 $2.02M 0.5% -431 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,585 shares; 2024Q4: 84,592 shares; 2025Q1: 65,495 shares; 2025Q2: 39,456 shares; 2025Q3: 38,337 shares 38,337 $1.85M 0.46% -1,119 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 5,460 shares; 2025Q1: 7,532 shares; 2025Q2: 7,404 shares; 2025Q3: 8,034 shares 8,034 $1.5M 0.37% +630 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 5,720 shares; 2025Q1: 4,692 shares; 2025Q2: 4,578 shares; 2025Q3: 4,395 shares 4,395 $1.12M 0.28% -183 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 2,224 shares; 2025Q1: 1,749 shares; 2025Q2: 2,145 shares; 2025Q3: 2,152 shares 2,152 $957K 0.24% +7 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,231 shares; 2024Q4: 18,034 shares; 2025Q1: 17,479 shares; 2025Q2: 17,260 shares; 2025Q3: 16,856 shares 16,856 $913K 0.22% -404 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,950 shares; 2024Q4: 24,907 shares; 2025Q1: 19,211 shares; 2025Q2: 19,259 shares; 2025Q3: 19,259 shares 19,259 $897K 0.22% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,195 shares; 2025Q1: 1,196 shares; 2025Q2: 1,345 shares; 2025Q3: 1,339 shares 1,339 $820K 0.2% -6 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 3,538 shares; 2025Q1: 3,436 shares; 2025Q2: 3,396 shares; 2025Q3: 3,291 shares 3,291 $723K 0.18% -105 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,981 shares; 2024Q4: 25,261 shares; 2025Q1: 25,261 shares; 2025Q2: 25,261 shares; 2025Q3: 25,261 shares 25,261 $649K 0.16% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,571 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares 1,510 $537K 0.13% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,564 shares; 2025Q1: 5,756 shares; 2025Q2: 6,170 shares; 2025Q3: 6,036 shares 6,036 $532K 0.13% -134 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,106 shares; 2025Q1: 2,181 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares 2,167 $527K 0.13% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,964 shares; 2024Q4: 10,737 shares; 2025Q1: 10,772 shares; 2025Q2: 10,718 shares; 2025Q3: 9,991 shares 9,991 $457K 0.11% -727 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 591 shares 591 $451K 0.11% +6 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 708 shares; 2025Q1: 726 shares; 2025Q2: 722 shares; 2025Q3: 807 shares 807 $418K 0.1% +85 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 314 shares 314 $376K 0.09% +3 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 467 shares; 2025Q2: 487 shares; 2025Q3: 492 shares 492 $361K 0.09% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 534 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares 535 $356K 0.09% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: not reported; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares 2,871 $355K 0.09% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 792 shares; 2025Q1: 1,108 shares; 2025Q2: 1,127 shares; 2025Q3: 1,120 shares 1,120 $329K 0.08% -7 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,671 shares; 2025Q1: 4,825 shares; 2025Q2: 4,653 shares; 2025Q3: 4,589 shares 4,589 $295K 0.07% -64 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 589 shares; 2025Q1: 640 shares; 2025Q2: 520 shares; 2025Q3: 537 shares 537 $270K 0.07% +17 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 444 shares 444 $265K 0.07% -5 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 2,281 shares; 2025Q1: 2,291 shares; 2025Q2: 2,263 shares; 2025Q3: 2,164 shares 2,164 $241K 0.06% -99 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,147 shares 5,147 $216K 0.05% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares 965 $201K 0.05% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 363 shares; 2025Q1: 538 shares; 2025Q2: 320 shares; 2025Q3: 268 shares 268 $200K 0.05% -52 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,859 shares 27,859 $162K 0.04% new Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,660 shares; 2024Q4: 19,660 shares; 2025Q1: 19,660 shares; 2025Q2: 19,660 shares; 2025Q3: 19,660 shares 19,660 $156K 0.04% 0 Timeline