EBI RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,626,445 shares; 2025Q2: 6,023,510 shares 6,023,510 $306M 39.91% +397,065 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055,170 shares; 2024Q4: 2,199,871 shares; 2025Q1: 2,194,800 shares; 2025Q2: 2,047,490 shares 2,047,490 $63.7M 8.29% -147,310 Timeline AVIG 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299,658 shares; 2024Q4: 1,268,859 shares; 2025Q1: 1,235,744 shares; 2025Q2: 1,210,640 shares 1,210,640 $50.4M 6.56% -25,104 Timeline DFGX 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,600 shares; 2024Q4: 912,235 shares; 2025Q1: 910,088 shares; 2025Q2: 912,547 shares 912,547 $48.7M 6.34% +2,459 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577,993 shares; 2024Q4: 1,636,879 shares; 2025Q1: 1,609,193 shares; 2025Q2: 1,455,808 shares 1,455,808 $43.2M 5.63% -153,385 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,796 shares; 2024Q4: 590,606 shares; 2025Q1: 572,501 shares; 2025Q2: 518,512 shares 518,512 $41.1M 5.35% -53,989 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,782 shares; 2024Q4: 797,983 shares; 2025Q1: 789,684 shares; 2025Q2: 798,105 shares 798,105 $33.4M 4.35% +8,421 Timeline AVRE 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731,014 shares; 2024Q4: 763,794 shares; 2025Q1: 769,364 shares; 2025Q2: 736,986 shares 736,986 $32.5M 4.24% -32,378 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709,240 shares; 2024Q4: 659,029 shares; 2025Q1: 644,675 shares; 2025Q2: 611,184 shares 611,184 $26.2M 3.41% -33,491 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,042,979 shares; 2024Q4: 4,957,512 shares; 2025Q1: 1,030,437 shares; 2025Q2: 678,767 shares 678,767 $24.3M 3.17% -351,670 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,874 shares; 2024Q4: 682,210 shares; 2025Q1: 294,042 shares; 2025Q2: 249,975 shares 249,975 $22.8M 2.97% -44,067 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,003 shares; 2024Q4: 351,544 shares; 2025Q1: 344,695 shares; 2025Q2: 366,291 shares 366,291 $12.1M 1.57% +21,596 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,849 shares; 2024Q4: 140,368 shares; 2025Q1: 135,877 shares; 2025Q2: 169,452 shares 169,452 $11.6M 1.51% +33,575 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,412 shares; 2024Q4: 142,297 shares; 2025Q1: 132,628 shares; 2025Q2: 139,843 shares 139,843 $10.3M 1.35% +7,215 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410,683 shares; 2024Q4: 1,386,236 shares; 2025Q1: 243,207 shares; 2025Q2: 221,523 shares 221,523 $4.51M 0.59% -21,684 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,355 shares; 2024Q4: 98,355 shares; 2025Q1: 96,906 shares; 2025Q2: 93,951 shares 93,951 $3.97M 0.52% -2,955 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,663 shares; 2024Q4: 241,913 shares; 2025Q1: 98,173 shares; 2025Q2: 134,225 shares 134,225 $3.95M 0.51% +36,052 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,280 shares; 2024Q4: 572,127 shares; 2025Q1: 76,341 shares; 2025Q2: 71,803 shares 71,803 $3.87M 0.5% -4,538 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,895 shares; 2024Q4: 104,822 shares; 2025Q1: 63,926 shares; 2025Q2: 24,506 shares 24,506 $2.76M 0.36% -39,420 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,010 shares; 2024Q4: 59,750 shares; 2025Q1: 59,750 shares; 2025Q2: 89,663 shares 89,663 $2.41M 0.31% +29,913 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,487 shares; 2024Q4: 177,487 shares; 2025Q1: 177,487 shares; 2025Q2: 177,487 shares 177,487 $2.32M 0.3% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,493 shares; 2024Q4: 18,152 shares; 2025Q1: 9,880 shares; 2025Q2: 10,550 shares 10,550 $1.67M 0.22% +670 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,067 shares; 2024Q4: 13,083 shares; 2025Q1: 6,377 shares; 2025Q2: 6,803 shares 6,803 $1.4M 0.18% +426 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,170 shares 2,170 $1.23M 0.16% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 6,196 shares; 2025Q1: 2,320 shares; 2025Q2: 2,432 shares 2,432 $1.21M 0.16% +112 Timeline AVSU 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,139 shares; 2024Q4: 12,576 shares; 2025Q1: 13,776 shares; 2025Q2: 16,884 shares 16,884 $1.16M 0.15% +3,108 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 2,838 shares; 2025Q1: 2,295 shares; 2025Q2: 2,326 shares 2,326 $1.13M 0.15% +31 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $729K 0.09% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,613 shares; 2024Q4: 25,607 shares; 2025Q1: 24,931 shares; 2025Q2: 24,567 shares 24,567 $722K 0.09% -364 Timeline BND 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,504 shares; 2024Q4: 8,712 shares; 2025Q1: 8,618 shares; 2025Q2: 9,777 shares 9,777 $720K 0.09% +1,159 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 4,511 shares; 2025Q1: 3,165 shares; 2025Q2: 3,379 shares 3,379 $597K 0.08% +214 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,507 shares; 2024Q4: 9,004 shares; 2025Q1: 8,443 shares; 2025Q2: 8,556 shares 8,556 $543K 0.07% +113 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,002 shares; 2025Q1: 12,002 shares; 2025Q2: 12,002 shares 12,002 $513K 0.07% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,422 shares; 2025Q1: 6,250 shares; 2025Q2: 5,433 shares 5,433 $454K 0.06% -817 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,184 shares; 2024Q4: 7,161 shares; 2025Q1: 5,471 shares; 2025Q2: 5,524 shares 5,524 $437K 0.06% +53 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,450 shares; 2024Q4: 19,277 shares; 2025Q1: 3,410 shares; 2025Q2: 4,194 shares 4,194 $423K 0.06% +784 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,832 shares; 2024Q4: 9,231 shares; 2025Q1: 4,742 shares; 2025Q2: 3,910 shares 3,910 $421K 0.05% -832 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 4,017 shares; 2025Q1: 2,194 shares; 2025Q2: 2,344 shares 2,344 $413K 0.05% +150 Timeline AVMU 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 8,690 shares; 2025Q1: 8,410 shares; 2025Q2: 8,410 shares 8,410 $376K 0.05% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 11,460 shares; 2025Q1: 11,409 shares; 2025Q2: 12,170 shares 12,170 $352K 0.05% +761 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 448 shares; 2025Q1: 296 shares; 2025Q2: 308 shares 308 $305K 0.04% +12 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,595 shares; 2024Q4: 7,734 shares; 2025Q1: 6,638 shares; 2025Q2: 6,691 shares 6,691 $288K 0.04% +53 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 765 shares; 2025Q1: 342 shares; 2025Q2: 358 shares 358 $279K 0.04% +16 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,217 shares; 2024Q4: 66,939 shares; 2025Q1: 4,269 shares; 2025Q2: 4,269 shares 4,269 $272K 0.04% 0 Timeline DFSE 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: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 7,208 shares; 2025Q1: 6,966 shares; 2025Q2: 6,966 shares 6,966 $265K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 6,054 shares; 2025Q1: 5,821 shares; 2025Q2: 6,198 shares 6,198 $263K 0.03% +377 Timeline NCMI NATIONAL CINEMEDIA INC More: the full row for NATIONAL CINEMEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,392 shares; 2024Q4: 41,161 shares; 2025Q1: 41,161 shares; 2025Q2: 53,737 shares 53,737 $260K 0.03% +12,576 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,887 shares; 2024Q4: 7,030 shares; 2025Q1: 6,604 shares; 2025Q2: 7,088 shares 7,088 $245K 0.03% +484 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 526 shares; 2025Q1: 455 shares; 2025Q2: 460 shares 460 $243K 0.03% +5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 2,888 shares; 2025Q1: not reported; 2025Q2: 1,088 shares 1,088 $239K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 2,529 shares; 2025Q1: 1,007 shares; 2025Q2: 914 shares 914 $217K 0.03% -93 Timeline