ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,481 shares; 2024Q4: 108,733 shares; 2025Q1: 107,568 shares; 2025Q2: 105,228 shares; 2025Q3: 103,139 shares; 2025Q4: 105,103 shares; 2026Q1: 109,360 shares; 2026Q2: 110,597 shares 110,597 $18.2M 10.38% +1,237 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; 2024Q3: 232,526 shares; 2024Q4: 248,077 shares; 2025Q1: 248,054 shares; 2025Q2: 223,432 shares; 2025Q3: 216,876 shares; 2025Q4: 228,912 shares; 2026Q1: 243,563 shares; 2026Q2: 254,738 shares 254,738 $13.8M 7.86% +11,175 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,155 shares; 2024Q4: 204,404 shares; 2025Q1: 206,725 shares; 2025Q2: 181,947 shares; 2025Q3: 177,761 shares; 2025Q4: 191,597 shares; 2026Q1: 201,901 shares; 2026Q2: 218,445 shares 218,445 $12.9M 7.36% +16,544 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; 2024Q3: 141,359 shares; 2024Q4: 142,941 shares; 2025Q1: 149,330 shares; 2025Q2: 137,092 shares; 2025Q3: 138,121 shares; 2025Q4: 153,799 shares; 2026Q1: 157,154 shares; 2026Q2: 164,155 shares 164,155 $12.8M 7.3% +7,001 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,429 shares; 2024Q4: 76,203 shares; 2025Q1: 79,332 shares; 2025Q2: 72,275 shares; 2025Q3: 70,410 shares; 2025Q4: 78,457 shares; 2026Q1: 83,535 shares; 2026Q2: 91,045 shares 91,045 $9.3M 5.31% +7,510 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; 2024Q3: 63,869 shares; 2024Q4: 64,333 shares; 2025Q1: 58,355 shares; 2025Q2: 56,009 shares; 2025Q3: 53,548 shares; 2025Q4: 60,156 shares; 2026Q1: 69,230 shares; 2026Q2: 74,255 shares 74,255 $9.26M 5.29% +5,025 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; 2024Q3: 71,520 shares; 2024Q4: 73,985 shares; 2025Q1: 69,643 shares; 2025Q2: 64,808 shares; 2025Q3: 61,699 shares; 2025Q4: 65,133 shares; 2026Q1: 72,204 shares; 2026Q2: 76,258 shares 76,258 $7.86M 4.49% +4,054 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,502 shares; 2024Q4: 89,739 shares; 2025Q1: 93,561 shares; 2025Q2: 85,505 shares; 2025Q3: 84,935 shares; 2025Q4: 85,039 shares; 2026Q1: 89,425 shares; 2026Q2: 86,115 shares 86,115 $7.13M 4.07% -3,310 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: 100,675 shares; 2024Q4: 106,622 shares; 2025Q1: 109,656 shares; 2025Q2: 106,355 shares; 2025Q3: 106,440 shares; 2025Q4: 115,184 shares; 2026Q1: 141,654 shares; 2026Q2: 154,974 shares 154,974 $6.13M 3.5% +13,320 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,910 shares; 2024Q4: 65,171 shares; 2025Q1: 78,855 shares; 2025Q2: 68,286 shares; 2025Q3: 67,272 shares; 2025Q4: 64,029 shares; 2026Q1: 66,063 shares; 2026Q2: 64,235 shares 64,235 $5.72M 3.27% -1,828 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,628 shares; 2024Q4: 83,587 shares; 2025Q1: 82,579 shares; 2025Q2: 78,988 shares; 2025Q3: 77,360 shares; 2025Q4: 75,589 shares; 2026Q1: 73,150 shares; 2026Q2: 73,816 shares 73,816 $5.65M 3.23% +666 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; 2024Q3: 61,265 shares; 2024Q4: 64,340 shares; 2025Q1: 65,384 shares; 2025Q2: 69,641 shares; 2025Q3: 71,267 shares; 2025Q4: 71,772 shares; 2026Q1: 70,478 shares; 2026Q2: 68,249 shares 68,249 $4.77M 2.72% -2,229 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; 2024Q3: 40,083 shares; 2024Q4: 40,046 shares; 2025Q1: 41,058 shares; 2025Q2: 38,092 shares; 2025Q3: 37,768 shares; 2025Q4: 40,855 shares; 2026Q1: 44,109 shares; 2026Q2: 47,112 shares 47,112 $4.54M 2.59% +3,003 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: 43,432 shares; 2024Q4: 44,136 shares; 2025Q1: 44,221 shares; 2025Q2: 40,539 shares; 2025Q3: 39,870 shares; 2025Q4: 40,473 shares; 2026Q1: 50,255 shares; 2026Q2: 50,275 shares 50,275 $4.12M 2.35% +20 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: 52,497 shares; 2024Q4: 51,839 shares; 2025Q1: 50,107 shares; 2025Q2: 59,040 shares; 2025Q3: 57,867 shares; 2025Q4: 52,223 shares; 2026Q1: 52,223 shares; 2026Q2: 52,418 shares 52,418 $2.71M 1.55% +195 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,943 shares; 2024Q4: 43,439 shares; 2025Q1: 43,810 shares; 2025Q2: 39,145 shares; 2025Q3: 39,479 shares; 2025Q4: 44,116 shares; 2026Q1: 45,211 shares; 2026Q2: 47,469 shares 47,469 $2.38M 1.36% +2,258 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: 29,358 shares; 2024Q4: 29,261 shares; 2025Q1: 29,133 shares; 2025Q2: 28,169 shares; 2025Q3: 27,665 shares; 2025Q4: 27,404 shares; 2026Q1: 27,717 shares; 2026Q2: 26,481 shares 26,481 $2.18M 1.25% -1,236 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,972 shares; 2024Q4: 53,068 shares; 2025Q1: 56,983 shares; 2025Q2: 63,632 shares; 2025Q3: 64,054 shares; 2025Q4: 58,395 shares; 2026Q1: 62,549 shares; 2026Q2: 64,670 shares 64,670 $2.05M 1.17% +2,121 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,799 shares; 2024Q4: 12,705 shares; 2025Q1: 12,710 shares; 2025Q2: 12,688 shares; 2025Q3: 12,642 shares; 2025Q4: not reported; 2026Q1: 12,611 shares; 2026Q2: 12,799 shares 12,799 $1.97M 1.12% +188 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; 2024Q3: 48,497 shares; 2024Q4: 48,570 shares; 2025Q1: 48,590 shares; 2025Q2: 48,677 shares; 2025Q3: 49,045 shares; 2025Q4: 49,103 shares; 2026Q1: 49,117 shares; 2026Q2: 49,201 shares 49,201 $1.81M 1.04% +84 Timeline DFNM 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: 40,510 shares; 2024Q4: 41,285 shares; 2025Q1: 34,490 shares; 2025Q2: 35,968 shares; 2025Q3: 36,699 shares; 2025Q4: 36,624 shares; 2026Q1: 36,643 shares; 2026Q2: 36,355 shares 36,355 $1.76M 1% -288 Timeline VSS 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; 2024Q3: 13,453 shares; 2024Q4: 13,340 shares; 2025Q1: 13,503 shares; 2025Q2: 12,090 shares; 2025Q3: 11,880 shares; 2025Q4: 11,891 shares; 2026Q1: 11,260 shares; 2026Q2: 11,386 shares 11,386 $1.76M 1% +126 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: 33,799 shares; 2024Q4: 34,393 shares; 2025Q1: 34,165 shares; 2025Q2: 43,269 shares; 2025Q3: 43,269 shares; 2025Q4: 42,773 shares; 2026Q1: 41,441 shares; 2026Q2: 41,355 shares 41,355 $1.71M 0.97% -86 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,601 shares; 2024Q4: 17,069 shares; 2025Q1: 18,058 shares; 2025Q2: 19,865 shares; 2025Q3: 20,196 shares; 2025Q4: 18,763 shares; 2026Q1: 18,381 shares; 2026Q2: 17,219 shares 17,219 $1.66M 0.95% -1,162 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,064 shares; 2024Q4: 13,802 shares; 2025Q1: 13,017 shares; 2025Q2: 15,418 shares; 2025Q3: 17,039 shares; 2025Q4: 18,421 shares; 2026Q1: 28,867 shares; 2026Q2: 32,054 shares 32,054 $1.62M 0.93% +3,187 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,077 shares; 2024Q4: 6,200 shares; 2025Q1: 6,186 shares; 2025Q2: 6,603 shares; 2025Q3: not reported; 2025Q4: 16,330 shares; 2026Q1: 14,906 shares; 2026Q2: 14,882 shares 14,882 $1.42M 0.81% -24 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: 18,693 shares; 2024Q4: 18,693 shares; 2025Q1: 15,323 shares; 2025Q2: 14,867 shares; 2025Q3: 14,867 shares; 2025Q4: 16,396 shares; 2026Q1: 23,455 shares; 2026Q2: 23,760 shares 23,760 $1.13M 0.65% +305 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: 5,990 shares; 2024Q4: 5,975 shares; 2025Q1: 5,970 shares; 2025Q2: 4,975 shares; 2025Q3: 4,862 shares; 2025Q4: 4,866 shares; 2026Q1: 4,712 shares; 2026Q2: 4,632 shares 4,632 $1.12M 0.64% -80 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,256 shares; 2024Q4: 11,440 shares; 2025Q1: 11,446 shares; 2025Q2: 11,006 shares; 2025Q3: 11,024 shares; 2025Q4: 9,703 shares; 2026Q1: 9,752 shares; 2026Q2: 9,772 shares 9,772 $1.08M 0.61% +20 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: 24,134 shares; 2024Q4: 23,365 shares; 2025Q1: 23,329 shares; 2025Q2: 23,349 shares; 2025Q3: 23,271 shares; 2025Q4: 23,185 shares; 2026Q1: 24,273 shares; 2026Q2: 23,254 shares 23,254 $1.03M 0.59% -1,019 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; 2024Q3: 15,504 shares; 2024Q4: 15,801 shares; 2025Q1: 16,828 shares; 2025Q2: 16,828 shares; 2025Q3: 17,850 shares; 2025Q4: 17,850 shares; 2026Q1: 18,026 shares; 2026Q2: 18,240 shares 18,240 $923K 0.53% +214 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: 705 shares; 2024Q4: 1,748 shares; 2025Q1: 1,987 shares; 2025Q2: 2,112 shares; 2025Q3: 1,900 shares; 2025Q4: 1,955 shares; 2026Q1: 2,041 shares; 2026Q2: 2,353 shares 2,353 $878K 0.5% +312 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,838 shares; 2024Q4: 5,121 shares; 2025Q1: 5,160 shares; 2025Q2: 5,200 shares; 2025Q3: 5,234 shares; 2025Q4: 5,950 shares; 2026Q1: 5,654 shares; 2026Q2: 5,424 shares 5,424 $857K 0.49% -230 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: 4,238 shares; 2024Q4: 4,540 shares; 2025Q1: 4,617 shares; 2025Q2: 2,729 shares; 2025Q3: 2,688 shares; 2025Q4: 2,984 shares; 2026Q1: 3,313 shares; 2026Q2: 4,060 shares 4,060 $812K 0.46% +747 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: 8,344 shares; 2024Q4: 8,720 shares; 2025Q1: 10,404 shares; 2025Q2: 9,750 shares; 2025Q3: 2,084 shares; 2025Q4: 2,228 shares; 2026Q1: 2,533 shares; 2026Q2: 2,688 shares 2,688 $778K 0.44% +155 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF 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: 4,648 shares; 2026Q1: 13,519 shares; 2026Q2: 14,492 shares 14,492 $734K 0.42% +973 Timeline DFAW 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: 1,857 shares; 2025Q2: 3,688 shares; 2025Q3: 5,109 shares; 2025Q4: 6,104 shares; 2026Q1: 7,704 shares; 2026Q2: 8,404 shares 8,404 $696K 0.4% +700 Timeline SGOV 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: 6,338 shares; 2026Q2: 6,834 shares 6,834 $688K 0.39% +496 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: 7,365 shares; 2024Q4: 8,997 shares; 2025Q1: 8,998 shares; 2025Q2: 12,042 shares; 2025Q3: 12,143 shares; 2025Q4: 11,999 shares; 2026Q1: 14,250 shares; 2026Q2: 16,341 shares 16,341 $682K 0.39% +2,091 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: 11,519 shares; 2024Q4: 11,067 shares; 2025Q1: 11,093 shares; 2025Q2: 11,181 shares; 2025Q3: 10,785 shares; 2025Q4: 10,413 shares; 2026Q1: 12,022 shares; 2026Q2: 12,043 shares 12,043 $662K 0.38% +21 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; 2024Q3: 14,159 shares; 2024Q4: 14,204 shares; 2025Q1: 14,013 shares; 2025Q2: 11,265 shares; 2025Q3: 11,752 shares; 2025Q4: 14,831 shares; 2026Q1: 14,511 shares; 2026Q2: 14,688 shares 14,688 $620K 0.35% +177 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,089 shares; 2024Q4: 2,813 shares; 2025Q1: 2,928 shares; 2025Q2: 3,018 shares; 2025Q3: 2,928 shares; 2025Q4: 2,894 shares; 2026Q1: 2,978 shares; 2026Q2: 2,801 shares 2,801 $615K 0.35% -177 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,201 shares; 2024Q4: 7,208 shares; 2025Q1: 7,209 shares; 2025Q2: 7,210 shares; 2025Q3: 3,111 shares; 2025Q4: not reported; 2026Q1: 3,134 shares; 2026Q2: 3,167 shares 3,167 $601K 0.34% +33 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,218 shares; 2024Q4: 9,255 shares; 2025Q1: 9,274 shares; 2025Q2: 9,415 shares; 2025Q3: 6,786 shares; 2025Q4: not reported; 2026Q1: 7,094 shares; 2026Q2: 6,996 shares 6,996 $572K 0.33% -98 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 192 shares; 2025Q2: 576 shares; 2025Q3: 1,566 shares; 2025Q4: 1,566 shares; 2026Q1: 3,342 shares; 2026Q2: 6,714 shares 6,714 $550K 0.31% +3,372 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,841 shares; 2024Q4: 4,194 shares; 2025Q1: 4,800 shares; 2025Q2: 4,710 shares; 2025Q3: 4,749 shares; 2025Q4: 4,561 shares; 2026Q1: 4,803 shares; 2026Q2: 4,645 shares 4,645 $495K 0.28% -158 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: 45 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 55 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 1,106 shares; 2026Q2: 5,008 shares 5,008 $483K 0.28% +3,902 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; 2024Q3: 14,559 shares; 2024Q4: 14,576 shares; 2025Q1: 15,165 shares; 2025Q2: 10,384 shares; 2025Q3: 10,672 shares; 2025Q4: 11,268 shares; 2026Q1: 12,572 shares; 2026Q2: 11,582 shares 11,582 $465K 0.27% -990 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 799 shares; 2024Q4: 800 shares; 2025Q1: 801 shares; 2025Q2: 803 shares; 2025Q3: 721 shares; 2025Q4: 722 shares; 2026Q1: 723 shares; 2026Q2: 723 shares 723 $463K 0.26% 0 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: 3,271 shares; 2024Q4: 4,066 shares; 2025Q1: 5,084 shares; 2025Q2: 4,452 shares; 2025Q3: 1,338 shares; 2025Q4: 1,351 shares; 2026Q1: 1,375 shares; 2026Q2: 905 shares 905 $453K 0.26% -470 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; 2024Q3: 13,535 shares; 2024Q4: 17,698 shares; 2025Q1: 17,913 shares; 2025Q2: 17,913 shares; 2025Q3: 17,913 shares; 2025Q4: 17,499 shares; 2026Q1: 17,200 shares; 2026Q2: 16,869 shares 16,869 $441K 0.25% -331 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,674 shares; 2024Q4: 5,792 shares; 2025Q1: 5,792 shares; 2025Q2: 5,817 shares; 2025Q3: 6,103 shares; 2025Q4: 6,103 shares; 2026Q1: 4,735 shares; 2026Q2: 4,061 shares 4,061 $437K 0.25% -674 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; 2024Q3: 8,341 shares; 2024Q4: 9,889 shares; 2025Q1: 9,857 shares; 2025Q2: 9,872 shares; 2025Q3: 9,950 shares; 2025Q4: 11,003 shares; 2026Q1: 11,096 shares; 2026Q2: 11,108 shares 11,108 $431K 0.25% +12 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; 2024Q3: 1,209 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,215 shares; 2025Q3: 1,146 shares; 2025Q4: 2,572 shares; 2026Q1: 1,146 shares; 2026Q2: 1,152 shares 1,152 $426K 0.24% +6 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: 529 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 569 shares; 2026Q2: 569 shares 569 $419K 0.24% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,133 shares; 2024Q4: 2,136 shares; 2025Q1: 2,177 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,398 shares; 2026Q1: 2,141 shares; 2026Q2: 2,115 shares 2,115 $414K 0.24% -26 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; 2024Q3: 9,966 shares; 2024Q4: 12,259 shares; 2025Q1: 12,382 shares; 2025Q2: 10,135 shares; 2025Q3: 9,950 shares; 2025Q4: 9,950 shares; 2026Q1: 9,950 shares; 2026Q2: 9,950 shares 9,950 $400K 0.23% 0 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; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 257 shares; 2025Q2: 406 shares; 2025Q3: 408 shares; 2025Q4: 142 shares; 2026Q1: 349 shares; 2026Q2: 3,241 shares 3,241 $387K 0.22% +2,892 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: 1,160 shares; 2024Q4: 1,273 shares; 2025Q1: 1,334 shares; 2025Q2: 1,089 shares; 2025Q3: 1,045 shares; 2025Q4: 1,102 shares; 2026Q1: 1,306 shares; 2026Q2: 1,609 shares 1,609 $383K 0.22% +303 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: 9,513 shares; 2024Q4: 9,513 shares; 2025Q1: 5,597 shares; 2025Q2: 7,286 shares; 2025Q3: 7,617 shares; 2025Q4: 7,617 shares; 2026Q1: 9,340 shares; 2026Q2: 10,823 shares 10,823 $369K 0.21% +1,483 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,358 shares; 2024Q4: 6,308 shares; 2025Q1: 6,336 shares; 2025Q2: 6,400 shares; 2025Q3: 6,415 shares; 2025Q4: 5,253 shares; 2026Q1: 5,214 shares; 2026Q2: 5,198 shares 5,198 $361K 0.21% -16 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 313 shares 313 $361K 0.21% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: 506 shares; 2025Q1: 1,805 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 1,437 shares; 2026Q1: 1,437 shares; 2026Q2: 1,437 shares 1,437 $348K 0.2% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,280 shares; 2024Q4: 9,840 shares; 2025Q1: 8,874 shares; 2025Q2: 7,935 shares; 2025Q3: 7,935 shares; 2025Q4: 7,935 shares; 2026Q1: 7,935 shares; 2026Q2: 10,995 shares 10,995 $342K 0.2% +3,060 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: not reported; 2024Q4: not reported; 2025Q1: 3,340 shares; 2025Q2: 2,211 shares; 2025Q3: 2,181 shares; 2025Q4: 2,198 shares; 2026Q1: 2,271 shares; 2026Q2: 914 shares 914 $327K 0.19% -1,357 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: 5,451 shares; 2024Q4: 11,130 shares; 2025Q1: 11,132 shares; 2025Q2: 10,139 shares; 2025Q3: 9,360 shares; 2025Q4: 9,368 shares; 2026Q1: 9,019 shares; 2026Q2: 9,124 shares 9,124 $320K 0.18% +105 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: not reported; 2024Q4: not reported; 2025Q1: 845 shares; 2025Q2: 923 shares; 2025Q3: 920 shares; 2025Q4: 934 shares; 2026Q1: 945 shares; 2026Q2: 953 shares 953 $312K 0.18% +8 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; 2024Q3: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: 1,067 shares; 2025Q2: 1,131 shares; 2025Q3: 1,069 shares; 2025Q4: 1,070 shares; 2026Q1: 1,028 shares; 2026Q2: 1,028 shares 1,028 $312K 0.18% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,198 shares; 2024Q4: 1,198 shares; 2025Q1: 1,095 shares; 2025Q2: 6,088 shares; 2025Q3: 6,104 shares; 2025Q4: 6,104 shares; 2026Q1: 6,169 shares; 2026Q2: 6,314 shares 6,314 $305K 0.17% +145 Timeline DFIC 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: 2,576 shares; 2024Q4: 2,757 shares; 2025Q1: 3,679 shares; 2025Q2: 4,960 shares; 2025Q3: 4,960 shares; 2025Q4: 6,248 shares; 2026Q1: 7,508 shares; 2026Q2: 8,054 shares 8,054 $300K 0.17% +546 Timeline VT 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; 2024Q3: 1,358 shares; 2024Q4: 1,371 shares; 2025Q1: 1,389 shares; 2025Q2: 1,400 shares; 2025Q3: 1,479 shares; 2025Q4: 1,488 shares; 2026Q1: 1,785 shares; 2026Q2: 1,803 shares 1,803 $283K 0.16% +18 Timeline AVUS 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: 2,566 shares; 2024Q4: 2,560 shares; 2025Q1: 9,073 shares; 2025Q2: 2,113 shares; 2025Q3: 2,071 shares; 2025Q4: 2,082 shares; 2026Q1: 2,082 shares; 2026Q2: 2,173 shares 2,173 $278K 0.16% +91 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,583 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 5,050 shares; 2026Q1: 5,050 shares; 2026Q2: 5,050 shares 5,050 $268K 0.15% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,051 shares; 2024Q4: 3,016 shares; 2025Q1: 3,016 shares; 2025Q2: 3,107 shares; 2025Q3: 3,107 shares; 2025Q4: 3,112 shares; 2026Q1: 3,112 shares; 2026Q2: 3,041 shares 3,041 $267K 0.15% -71 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 637 shares 637 $241K 0.14% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,010 shares; 2024Q4: 3,014 shares; 2025Q1: not reported; 2025Q2: 3,042 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,185 shares 3,185 $234K 0.13% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES 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: not reported; 2026Q2: 639 shares 639 $224K 0.13% new Timeline BIV 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; 2024Q3: 2,621 shares; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,621 shares; 2025Q4: 2,748 shares; 2026Q1: 2,854 shares; 2026Q2: 2,854 shares 2,854 $219K 0.13% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS 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: 6,738 shares; 2026Q1: not reported; 2026Q2: 2,543 shares 2,543 $217K 0.12% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: 282 shares; 2025Q1: 263 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 2,448 shares 2,448 $211K 0.12% +2,040 Timeline VTEI 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,795 shares 1,795 $181K 0.1% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,975 shares; 2024Q4: 4,058 shares; 2025Q1: 4,058 shares; 2025Q2: 4,151 shares; 2025Q3: 4,151 shares; 2025Q4: 4,151 shares; 2026Q1: 4,151 shares; 2026Q2: 4,151 shares 4,151 $174K 0.1% 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: 218 shares; 2025Q2: 219 shares; 2025Q3: 213 shares; 2025Q4: 217 shares; 2026Q1: 239 shares; 2026Q2: 466 shares 466 $165K 0.09% +227 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 649 shares; 2025Q1: 868 shares; 2025Q2: 540 shares; 2025Q3: 591 shares; 2025Q4: 1,196 shares; 2026Q1: 1,660 shares; 2026Q2: 1,675 shares 1,675 $163K 0.09% +15 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; 2024Q3: 6,708 shares; 2024Q4: 6,708 shares; 2025Q1: 3,507 shares; 2025Q2: 3,507 shares; 2025Q3: 3,601 shares; 2025Q4: 3,625 shares; 2026Q1: 3,625 shares; 2026Q2: 3,618 shares 3,618 $154K 0.09% -7 Timeline DFGR 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: 299 shares; 2026Q1: 4,747 shares; 2026Q2: 4,963 shares 4,963 $144K 0.08% +216 Timeline IYW 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: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $137K 0.08% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 298 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $128K 0.07% 0 Timeline AVIE 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: 559 shares; 2024Q4: 1,915 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,479 shares; 2026Q2: 1,479 shares 1,479 $110K 0.06% 0 Timeline DFIP 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: 1,953 shares; 2024Q4: 1,953 shares; 2025Q1: 1,953 shares; 2025Q2: 1,953 shares; 2025Q3: 1,953 shares; 2025Q4: 2,402 shares; 2026Q1: 2,402 shares; 2026Q2: 2,402 shares 2,402 $99.1K 0.06% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 820 shares; 2025Q3: 821 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 1,150 shares 1,150 $87.2K 0.05% +330 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,914 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 2,992 shares; 2025Q3: 2,992 shares; 2025Q4: 2,992 shares; 2026Q1: 2,992 shares; 2026Q2: 2,992 shares 2,992 $82.6K 0.05% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares; 2026Q2: 1,674 shares 1,674 $81.3K 0.05% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,132 shares; 2025Q3: 2,132 shares; 2025Q4: 2,132 shares; 2026Q1: 2,132 shares; 2026Q2: 2,132 shares 2,132 $81.1K 0.05% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 543 shares; 2026Q2: 543 shares 543 $80.5K 0.05% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254 shares; 2024Q4: 1,254 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares; 2026Q1: 1,534 shares; 2026Q2: 1,534 shares 1,534 $80.4K 0.05% 0 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; 2024Q3: 1,407 shares; 2024Q4: 3,480 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares; 2025Q4: 2,703 shares; 2026Q1: 2,703 shares; 2026Q2: 2,703 shares 2,703 $78.3K 0.04% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 838 shares 838 $68.9K 0.04% -122 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $64.1K 0.04% 0 Timeline DGCB 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: 946 shares; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 946 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares; 2026Q2: 1,116 shares 1,116 $61K 0.03% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares; 2026Q2: 494 shares 494 $54.1K 0.03% 0 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; 2024Q3: 907 shares; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 907 shares; 2026Q1: 907 shares; 2026Q2: 907 shares 907 $47.3K 0.03% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 326 shares; 2026Q2: 412 shares 412 $40.8K 0.02% +86 Timeline DFEM 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: 34 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 1,023 shares; 2026Q1: 1,446 shares; 2026Q2: 830 shares 830 $33.7K 0.02% -616 Timeline DFGP 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: 374 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 585 shares; 2026Q2: 585 shares 585 $31.9K 0.02% 0 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; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 516 shares; 2025Q4: 516 shares; 2026Q1: 516 shares; 2026Q2: 516 shares 516 $30.8K 0.02% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS 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: 253 shares 253 $24.8K 0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $24.3K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $23.9K 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 479 shares; 2025Q3: 479 shares; 2025Q4: 479 shares; 2026Q1: 479 shares; 2026Q2: 479 shares 479 $23.7K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $21.1K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $20.6K 0.01% 0 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; 2024Q3: 575 shares; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 221 shares; 2025Q3: 225 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $20K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 110 shares 110 $18K 0.01% -66 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $15.9K 0.01% 0 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: 337 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 337 shares 337 $15.7K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $11.6K 0.01% 0 Timeline AVGE 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: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 26 shares; 2025Q3: 27 shares; 2025Q4: 109 shares; 2026Q1: 110 shares; 2026Q2: 114 shares 114 $11.3K 0.01% +4 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376 shares; 2024Q4: 377 shares; 2025Q1: 378 shares; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $11.1K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 48 shares 48 $5.96K <0.01% +36 Timeline DFVX 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: 71 shares; 2025Q4: 71 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $5.76K <0.01% 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: 286 shares; 2024Q4: 286 shares; 2025Q1: 278 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $5.56K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $5.49K <0.01% 0 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; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $3.15K <0.01% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS 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: 8 shares 8 $2.71K <0.01% new Timeline IGV 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: 1 shares 1 $91 <0.01% new Timeline IYT 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: 1 shares; 2026Q2: 1 shares 1 $87 <0.01% 0 Timeline