DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397,171 shares; 2024Q4: 1,387,844 shares; 2025Q1: 1,349,998 shares; 2025Q2: 1,337,217 shares; 2025Q3: 1,323,891 shares; 2025Q4: 1,267,615 shares; 2026Q1: 1,242,941 shares; 2026Q2: 1,233,662 shares 1,233,662 $66.6M 26.99% -9,279 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; 2024Q3: 584,477 shares; 2024Q4: 578,194 shares; 2025Q1: 574,781 shares; 2025Q2: 573,738 shares; 2025Q3: 563,457 shares; 2025Q4: 561,605 shares; 2026Q1: 557,492 shares; 2026Q2: 553,678 shares 553,678 $45.6M 18.47% -3,814 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785,731 shares; 2024Q4: 778,747 shares; 2025Q1: 775,179 shares; 2025Q2: 771,282 shares; 2025Q3: 764,905 shares; 2025Q4: 760,873 shares; 2026Q1: 750,565 shares; 2026Q2: 745,784 shares 745,784 $41M 16.62% -4,781 Timeline 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; 2024Q3: 471,722 shares; 2024Q4: 452,859 shares; 2025Q1: 444,103 shares; 2025Q2: 441,725 shares; 2025Q3: 434,397 shares; 2025Q4: 433,824 shares; 2026Q1: 431,171 shares; 2026Q2: 429,043 shares 429,043 $35.2M 14.24% -2,128 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,070 shares; 2024Q4: 19,070 shares; 2025Q1: 16,286 shares; 2025Q2: 16,286 shares; 2025Q3: 16,286 shares; 2025Q4: 16,286 shares; 2026Q1: 16,286 shares; 2026Q2: 65,144 shares 65,144 $8.09M 3.28% +48,858 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,967 shares; 2024Q4: 16,911 shares; 2025Q1: 16,841 shares; 2025Q2: 16,501 shares; 2025Q3: 26,576 shares; 2025Q4: 26,500 shares; 2026Q1: 26,742 shares; 2026Q2: 27,805 shares 27,805 $8.05M 3.26% +1,063 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; 2024Q3: 16,290 shares; 2024Q4: 16,249 shares; 2025Q1: 16,269 shares; 2025Q2: 16,269 shares; 2025Q3: 19,229 shares; 2025Q4: 19,386 shares; 2026Q1: 19,582 shares; 2026Q2: 19,569 shares 19,569 $4.66M 1.89% -13 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,010 shares; 2024Q4: 13,010 shares; 2025Q1: 18,930 shares; 2025Q2: 18,930 shares; 2025Q3: 18,930 shares; 2025Q4: 18,930 shares; 2026Q1: 18,930 shares; 2026Q2: 18,930 shares 18,930 $4.59M 1.86% 0 Timeline BRK-A 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 1.52% 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; 2024Q3: 5,366 shares; 2024Q4: 5,472 shares; 2025Q1: 5,448 shares; 2025Q2: 5,198 shares; 2025Q3: 8,240 shares; 2025Q4: 8,297 shares; 2026Q1: 8,239 shares; 2026Q2: 6,906 shares 6,906 $2.58M 1.04% -1,333 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,287 shares; 2025Q4: 1,187 shares; 2026Q1: 2,286 shares; 2026Q2: 1,669 shares 1,669 $1.93M 0.78% -617 Timeline AVIV 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; 2024Q3: 21,740 shares; 2024Q4: 21,740 shares; 2025Q1: 21,740 shares; 2025Q2: 21,740 shares; 2025Q3: 21,740 shares; 2025Q4: 21,740 shares; 2026Q1: 21,740 shares; 2026Q2: 21,740 shares 21,740 $1.68M 0.68% 0 Timeline AVLV 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; 2024Q3: 17,964 shares; 2024Q4: 17,964 shares; 2025Q1: 17,964 shares; 2025Q2: 17,964 shares; 2025Q3: 17,964 shares; 2025Q4: 17,964 shares; 2026Q1: 17,964 shares; 2026Q2: 17,964 shares 17,964 $1.64M 0.66% 0 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; 2024Q3: 22,286 shares; 2024Q4: 22,286 shares; 2025Q1: 22,286 shares; 2025Q2: 22,286 shares; 2025Q3: 22,286 shares; 2025Q4: 22,286 shares; 2026Q1: 22,286 shares; 2026Q2: 22,286 shares 22,286 $1.63M 0.66% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,037 shares; 2024Q4: 1,965 shares; 2025Q1: 1,985 shares; 2025Q2: 1,985 shares; 2025Q3: 4,208 shares; 2025Q4: 5,342 shares; 2026Q1: 5,108 shares; 2026Q2: 4,518 shares 4,518 $1.61M 0.65% -590 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,857 shares; 2024Q4: 4,857 shares; 2025Q1: 4,857 shares; 2025Q2: 4,857 shares; 2025Q3: 4,857 shares; 2025Q4: 4,857 shares; 2026Q1: 4,857 shares; 2026Q2: 4,857 shares 4,857 $1.38M 0.56% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,715 shares; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 5,606 shares; 2025Q3: 12,247 shares; 2025Q4: 12,489 shares; 2026Q1: 6,515 shares; 2026Q2: 6,226 shares 6,226 $1.25M 0.5% -289 Timeline AVDS 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; 2024Q3: 14,540 shares; 2024Q4: 14,540 shares; 2025Q1: 14,540 shares; 2025Q2: 14,540 shares; 2025Q3: 14,540 shares; 2025Q4: 14,540 shares; 2026Q1: 14,540 shares; 2026Q2: 14,540 shares 14,540 $1.09M 0.44% 0 Timeline AVLC 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; 2024Q3: 11,933 shares; 2024Q4: 11,933 shares; 2025Q1: 11,933 shares; 2025Q2: 11,933 shares; 2025Q3: 11,933 shares; 2025Q4: 11,933 shares; 2026Q1: 11,933 shares; 2026Q2: 11,933 shares 11,933 $1.07M 0.43% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,140 shares; 2024Q4: 6,773 shares; 2025Q1: 6,412 shares; 2025Q2: 6,418 shares; 2025Q3: 6,015 shares; 2025Q4: 6,020 shares; 2026Q1: 5,899 shares; 2026Q2: 6,003 shares 6,003 $995K 0.4% +104 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; 2024Q3: 9,314 shares; 2024Q4: 9,314 shares; 2025Q1: 9,314 shares; 2025Q2: 9,908 shares; 2025Q3: 9,908 shares; 2025Q4: 9,908 shares; 2026Q1: 9,908 shares; 2026Q2: 9,908 shares 9,908 $956K 0.39% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,367 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,356 shares; 2026Q1: 1,243 shares; 2026Q2: 1,243 shares 1,243 $899K 0.36% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,515 shares; 2026Q1: 2,376 shares; 2026Q2: 2,386 shares 2,386 $843K 0.34% +10 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,611 shares; 2024Q4: 7,595 shares; 2025Q1: 7,595 shares; 2025Q2: 7,495 shares; 2025Q3: 7,828 shares; 2025Q4: 7,828 shares; 2026Q1: 2,553 shares; 2026Q2: 2,553 shares 2,553 $836K 0.34% 0 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,426 shares; 2024Q4: 9,596 shares; 2025Q1: 9,961 shares; 2025Q2: 9,688 shares; 2025Q3: 10,347 shares; 2025Q4: 12,517 shares; 2026Q1: 12,629 shares; 2026Q2: 16,278 shares 16,278 $777K 0.31% +3,649 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,117 shares; 2026Q2: 4,617 shares 4,617 $661K 0.27% -1,500 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 941 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 917 shares; 2025Q4: 883 shares; 2026Q1: 856 shares; 2026Q2: 834 shares 834 $614K 0.25% -22 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; 2024Q3: 10,328 shares; 2024Q4: 9,732 shares; 2025Q1: 10,130 shares; 2025Q2: 10,381 shares; 2025Q3: 9,996 shares; 2025Q4: 10,379 shares; 2026Q1: 10,811 shares; 2026Q2: 10,905 shares 10,905 $564K 0.23% +94 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,600 shares; 2026Q1: 1,346 shares; 2026Q2: 1,346 shares 1,346 $487K 0.2% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,145 shares; 2026Q2: 1,140 shares 1,140 $431K 0.17% -5 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; 2024Q3: 8,784 shares; 2024Q4: 8,197 shares; 2025Q1: 8,505 shares; 2025Q2: 9,627 shares; 2025Q3: 9,443 shares; 2025Q4: 9,695 shares; 2026Q1: 9,980 shares; 2026Q2: 9,830 shares 9,830 $405K 0.16% -150 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523 $395K 0.16% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,726 shares; 2025Q3: 8,726 shares; 2025Q4: 8,726 shares; 2026Q1: 8,726 shares; 2026Q2: 8,726 shares 8,726 $387K 0.16% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,544 shares; 2026Q1: 6,821 shares; 2026Q2: 9,067 shares 9,067 $359K 0.15% +2,246 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 371 shares 371 $358K 0.15% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $346K 0.14% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,065 shares; 2026Q1: 7,232 shares; 2026Q2: 9,768 shares 9,768 $333K 0.14% +2,536 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,391 shares; 2026Q1: 5,573 shares; 2026Q2: 7,546 shares 7,546 $315K 0.13% +1,973 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; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 620 shares 620 $310K 0.13% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 636 shares; 2026Q1: 511 shares; 2026Q2: 531 shares 531 $299K 0.12% +20 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,818 shares; 2024Q4: 2,833 shares; 2025Q1: 2,846 shares; 2025Q2: 2,862 shares; 2025Q3: 2,876 shares; 2025Q4: 2,891 shares; 2026Q1: 2,903 shares; 2026Q2: 2,917 shares 2,917 $281K 0.11% +14 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 804 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $271K 0.11% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,638 shares; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares; 2026Q1: 2,633 shares; 2026Q2: 2,633 shares 2,633 $253K 0.1% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 1,576 shares; 2025Q4: 1,626 shares; 2026Q1: 1,576 shares; 2026Q2: 1,576 shares 1,576 $231K 0.09% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,910 shares 2,910 $222K 0.09% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,743 shares 4,743 $221K 0.09% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,332 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,332 shares; 2025Q4: 2,332 shares; 2026Q1: 2,332 shares; 2026Q2: 2,332 shares 2,332 $216K 0.09% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,070 shares 6,070 $213K 0.09% new Timeline