SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 417,900 shares 417,900 $42.1M 26.71% +11,049 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; 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; 2025Q2: 757,534 shares 757,534 $32M 20.33% -45,865 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; 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; 2025Q2: 466,243 shares 466,243 $25.2M 15.97% -33,834 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; 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; 2025Q2: 577,942 shares 577,942 $24.8M 15.71% -10,459 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; 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; 2025Q2: 35,647 shares 35,647 $10.8M 6.88% +201 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; 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; 2025Q2: 88,957 shares 88,957 $4.63M 2.94% -11,885 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; 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; 2025Q2: 152,343 shares 152,343 $4.48M 2.85% +3,444 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; 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; 2025Q2: 53,434 shares 53,434 $3.4M 2.16% -5,591 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; 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; 2025Q2: 37,377 shares 37,377 $2.96M 1.88% +84 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; 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; 2025Q2: 67,280 shares 67,280 $2.21M 1.41% +3,172 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; 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; 2025Q2: 32,975 shares 32,975 $989K 0.63% 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,237 shares; 2025Q2: 1,239 shares 1,239 $704K 0.45% +2 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,861 shares; 2024Q4: 7,085 shares; 2025Q1: 7,143 shares; 2025Q2: 7,143 shares 7,143 $430K 0.27% 0 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,977 shares; 2025Q2: 4,988 shares 4,988 $410K 0.26% +11 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; 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; 2025Q2: 9,228 shares 9,228 $359K 0.23% +86 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; 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; 2025Q2: 7,762 shares 7,762 $328K 0.21% +20 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,599 shares; 2025Q2: 5,616 shares 5,616 $320K 0.2% +17 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; 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; 2025Q2: 5,810 shares 5,810 $311K 0.2% +80 Timeline AVUV 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,355 shares 3,355 $306K 0.19% new 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; 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; 2025Q2: 6,793 shares 6,793 $276K 0.18% +28 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; 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; 2025Q2: 11,492 shares 11,492 $269K 0.17% +77 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; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,389 shares; 2025Q2: 3,439 shares 3,439 $266K 0.17% +50 Timeline