SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 313,470 shares; 2024Q1: 301,539 shares; 2024Q2: 382,390 shares; 2024Q3: 414,613 shares; 2024Q4: 407,479 shares; 2025Q1: 406,851 shares 406,851 $41M 26.64% -628 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; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 778,211 shares; 2024Q1: 792,463 shares; 2024Q2: 786,207 shares; 2024Q3: 795,285 shares; 2024Q4: 803,298 shares; 2025Q1: 803,399 shares 803,399 $33.1M 21.54% +101 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 557,867 shares; 2024Q1: 572,227 shares; 2024Q2: 498,684 shares; 2024Q3: 503,162 shares; 2024Q4: 497,924 shares; 2025Q1: 500,077 shares 500,077 $25.7M 16.75% +2,153 Timeline 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; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 547,637 shares; 2024Q1: 566,499 shares; 2024Q2: 571,292 shares; 2024Q3: 577,561 shares; 2024Q4: 589,787 shares; 2025Q1: 588,401 shares 588,401 $23.2M 15.07% -1,386 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; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 34,689 shares; 2024Q3: 34,689 shares; 2024Q4: 34,845 shares; 2025Q1: 35,446 shares 35,446 $9.74M 6.34% +601 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 115,106 shares; 2024Q1: 115,106 shares; 2024Q2: 112,950 shares; 2024Q3: 105,611 shares; 2024Q4: 107,978 shares; 2025Q1: 100,842 shares 100,842 $4.64M 3.02% -7,136 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 148,899 shares; 2024Q3: 148,899 shares; 2024Q4: 148,899 shares; 2025Q1: 148,899 shares 148,899 $4.19M 2.73% 0 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; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 58,443 shares; 2024Q1: 58,466 shares; 2024Q2: 58,915 shares; 2024Q3: 58,952 shares; 2024Q4: 58,992 shares; 2025Q1: 59,025 shares 59,025 $3.53M 2.29% +33 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; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 36,374 shares; 2024Q1: 36,374 shares; 2024Q2: 36,441 shares; 2024Q3: 36,441 shares; 2024Q4: 36,536 shares; 2025Q1: 37,293 shares 37,293 $2.6M 1.69% +757 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 20,869 shares; 2024Q2: 39,345 shares; 2024Q3: 64,108 shares; 2024Q4: 64,108 shares; 2025Q1: 64,108 shares 64,108 $1.87M 1.21% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,366 shares; 2024Q3: 32,105 shares; 2024Q4: 32,105 shares; 2025Q1: 32,975 shares 32,975 $892K 0.58% +870 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; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,237 shares 1,237 $635K 0.41% new Timeline AVEE 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; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,861 shares; 2024Q4: 7,085 shares; 2025Q1: 7,143 shares 7,143 $375K 0.24% +58 Timeline VPL 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; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,977 shares 4,977 $361K 0.23% new Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 7,618 shares; 2024Q1: 7,635 shares; 2024Q2: 7,666 shares; 2024Q3: 7,691 shares; 2024Q4: 7,733 shares; 2025Q1: 7,742 shares 7,742 $313K 0.2% +9 Timeline PDN 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; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 8,782 shares; 2024Q1: 8,828 shares; 2024Q2: 8,908 shares; 2024Q3: 8,973 shares; 2024Q4: 9,069 shares; 2025Q1: 9,142 shares 9,142 $306K 0.2% +73 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; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,599 shares 5,599 $285K 0.19% new Timeline AVES 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; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 4,719 shares; 2024Q1: 4,719 shares; 2024Q2: 4,765 shares; 2024Q3: 4,765 shares; 2024Q4: 4,912 shares; 2025Q1: 5,730 shares 5,730 $270K 0.18% +818 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 6,612 shares; 2024Q1: 6,640 shares; 2024Q2: 6,670 shares; 2024Q3: 6,701 shares; 2024Q4: 6,734 shares; 2025Q1: 6,765 shares 6,765 $256K 0.17% +31 Timeline PXH 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; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: 10,878 shares; 2024Q1: 10,914 shares; 2024Q2: 11,075 shares; 2024Q3: 11,243 shares; 2024Q4: 12,008 shares; 2025Q1: 11,415 shares 11,415 $248K 0.16% -593 Timeline VGK 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; 2023Q2: restricted; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,389 shares 3,389 $238K 0.15% new Timeline