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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,626,445 shares; 2025Q2: 6,023,510 shares; 2025Q3: 6,091,604 shares; 2025Q4: 6,222,631 shares; 2026Q1: 6,335,885 shares 6,335,885 $367M 40.48% +113,254 Timeline LVIG RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900,889 shares 900,889 $89M 9.82% new 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; 2024Q2: restricted; 2024Q3: 2,055,170 shares; 2024Q4: 2,199,871 shares; 2025Q1: 2,194,800 shares; 2025Q2: 2,047,490 shares; 2025Q3: 2,038,497 shares; 2025Q4: 2,031,046 shares; 2026Q1: 2,039,273 shares 2,039,273 $72.5M 8% +8,227 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; 2024Q2: restricted; 2024Q3: 554,796 shares; 2024Q4: 590,606 shares; 2025Q1: 572,501 shares; 2025Q2: 518,512 shares; 2025Q3: 510,797 shares; 2025Q4: 509,015 shares; 2026Q1: 506,111 shares 506,111 $50.5M 5.58% -2,904 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; 2024Q2: restricted; 2024Q3: 1,577,993 shares; 2024Q4: 1,636,879 shares; 2025Q1: 1,609,193 shares; 2025Q2: 1,455,808 shares; 2025Q3: 1,445,049 shares; 2025Q4: 1,452,492 shares; 2026Q1: 1,438,629 shares 1,438,629 $49.7M 5.49% -13,863 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; 2024Q2: restricted; 2024Q3: 797,600 shares; 2024Q4: 912,235 shares; 2025Q1: 910,088 shares; 2025Q2: 912,547 shares; 2025Q3: 935,133 shares; 2025Q4: 974,270 shares; 2026Q1: 678,537 shares 678,537 $35.6M 3.93% -295,733 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; 2024Q2: restricted; 2024Q3: 802,782 shares; 2024Q4: 797,983 shares; 2025Q1: 789,684 shares; 2025Q2: 798,105 shares; 2025Q3: 799,990 shares; 2025Q4: 802,608 shares; 2026Q1: 791,225 shares 791,225 $33M 3.65% -11,383 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; 2024Q2: restricted; 2024Q3: 709,240 shares; 2024Q4: 659,029 shares; 2025Q1: 644,675 shares; 2025Q2: 611,184 shares; 2025Q3: 602,784 shares; 2025Q4: 600,089 shares; 2026Q1: 593,757 shares 593,757 $31.3M 3.46% -6,332 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; 2024Q2: restricted; 2024Q3: 1,299,658 shares; 2024Q4: 1,268,859 shares; 2025Q1: 1,235,744 shares; 2025Q2: 1,210,640 shares; 2025Q3: 1,283,098 shares; 2025Q4: 1,385,146 shares; 2026Q1: 741,653 shares 741,653 $30.8M 3.4% -643,493 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; 2024Q2: restricted; 2024Q3: 669,874 shares; 2024Q4: 682,210 shares; 2025Q1: 294,042 shares; 2025Q2: 249,975 shares; 2025Q3: 242,480 shares; 2025Q4: 253,668 shares; 2026Q1: 271,433 shares 271,433 $30M 3.31% +17,765 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; 2024Q2: restricted; 2024Q3: 5,042,979 shares; 2024Q4: 4,957,512 shares; 2025Q1: 1,030,437 shares; 2025Q2: 678,767 shares; 2025Q3: 608,414 shares; 2025Q4: 515,960 shares; 2026Q1: 495,653 shares 495,653 $19.3M 2.13% -20,307 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; 2024Q2: restricted; 2024Q3: 731,014 shares; 2024Q4: 763,794 shares; 2025Q1: 769,364 shares; 2025Q2: 736,986 shares; 2025Q3: 741,459 shares; 2025Q4: 442,417 shares; 2026Q1: 389,403 shares 389,403 $17.1M 1.89% -53,014 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; 2024Q2: restricted; 2024Q3: 369,003 shares; 2024Q4: 351,544 shares; 2025Q1: 344,695 shares; 2025Q2: 366,291 shares; 2025Q3: 362,894 shares; 2025Q4: 358,120 shares; 2026Q1: 356,150 shares 356,150 $14M 1.55% -1,970 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; 2024Q2: restricted; 2024Q3: 167,849 shares; 2024Q4: 140,368 shares; 2025Q1: 135,877 shares; 2025Q2: 169,452 shares; 2025Q3: 167,486 shares; 2025Q4: 167,175 shares; 2026Q1: 166,412 shares 166,412 $13.4M 1.48% -763 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; 2024Q2: restricted; 2024Q3: 148,412 shares; 2024Q4: 142,297 shares; 2025Q1: 132,628 shares; 2025Q2: 139,843 shares; 2025Q3: 138,714 shares; 2025Q4: 137,727 shares; 2026Q1: 136,528 shares 136,528 $11.6M 1.28% -1,199 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; 2024Q2: restricted; 2024Q3: 1,410,683 shares; 2024Q4: 1,386,236 shares; 2025Q1: 243,207 shares; 2025Q2: 221,523 shares; 2025Q3: 217,177 shares; 2025Q4: 215,741 shares; 2026Q1: 215,339 shares 215,339 $5.46M 0.6% -402 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; 2024Q2: restricted; 2024Q3: 256,663 shares; 2024Q4: 241,913 shares; 2025Q1: 98,173 shares; 2025Q2: 134,225 shares; 2025Q3: 134,521 shares; 2025Q4: 134,521 shares; 2026Q1: 134,617 shares 134,617 $4.72M 0.52% +96 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; 2024Q2: restricted; 2024Q3: 638,280 shares; 2024Q4: 572,127 shares; 2025Q1: 76,341 shares; 2025Q2: 71,803 shares; 2025Q3: 70,537 shares; 2025Q4: 69,156 shares; 2026Q1: 69,156 shares 69,156 $4.32M 0.48% 0 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; 2024Q2: restricted; 2024Q3: 177,487 shares; 2024Q4: 177,487 shares; 2025Q1: 177,487 shares; 2025Q2: 177,487 shares; 2025Q3: 177,487 shares; 2025Q4: 177,487 shares; 2026Q1: 177,487 shares 177,487 $2.68M 0.3% 0 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; 2024Q2: restricted; 2024Q3: 124,895 shares; 2024Q4: 104,822 shares; 2025Q1: 63,926 shares; 2025Q2: 24,506 shares; 2025Q3: 22,598 shares; 2025Q4: 31,341 shares; 2026Q1: 19,850 shares 19,850 $2.31M 0.25% -11,491 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; 2024Q2: restricted; 2024Q3: 9,139 shares; 2024Q4: 12,576 shares; 2025Q1: 13,776 shares; 2025Q2: 16,884 shares; 2025Q3: 15,655 shares; 2025Q4: 23,684 shares; 2026Q1: 26,722 shares 26,722 $1.98M 0.22% +3,038 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; 2024Q2: restricted; 2024Q3: 60,010 shares; 2024Q4: 59,750 shares; 2025Q1: 59,750 shares; 2025Q2: 89,663 shares; 2025Q3: 89,437 shares; 2025Q4: 87,515 shares; 2026Q1: 71,311 shares 71,311 $1.9M 0.21% -16,204 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,493 shares; 2024Q4: 18,152 shares; 2025Q1: 9,880 shares; 2025Q2: 10,550 shares; 2025Q3: 10,558 shares; 2025Q4: 10,656 shares; 2026Q1: 10,636 shares 10,636 $1.85M 0.2% -20 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,067 shares; 2024Q4: 13,083 shares; 2025Q1: 6,377 shares; 2025Q2: 6,803 shares; 2025Q3: 6,429 shares; 2025Q4: 6,429 shares; 2026Q1: 6,429 shares 6,429 $1.63M 0.18% 0 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; 2024Q2: restricted; 2024Q3: 98,355 shares; 2024Q4: 98,355 shares; 2025Q1: 96,906 shares; 2025Q2: 93,951 shares; 2025Q3: 93,951 shares; 2025Q4: 93,812 shares; 2026Q1: 29,389 shares 29,389 $1.24M 0.14% -64,423 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,170 shares; 2025Q3: 2,101 shares; 2025Q4: 2,020 shares; 2026Q1: 2,053 shares 2,053 $1.23M 0.14% +33 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; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 2,838 shares; 2025Q1: 2,295 shares; 2025Q2: 2,326 shares; 2025Q3: 2,335 shares; 2025Q4: 2,346 shares; 2026Q1: 2,326 shares 2,326 $1.11M 0.12% -20 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,523 shares; 2026Q1: 1,523 shares 1,523 $920K 0.1% 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; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 6,196 shares; 2025Q1: 2,320 shares; 2025Q2: 2,432 shares; 2025Q3: 2,434 shares; 2025Q4: 2,447 shares; 2026Q1: 2,439 shares 2,439 $903K 0.1% -8 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; 2024Q2: restricted; 2024Q3: 23,613 shares; 2024Q4: 25,607 shares; 2025Q1: 24,931 shares; 2025Q2: 24,567 shares; 2025Q3: 24,167 shares; 2025Q4: 24,167 shares; 2026Q1: 23,380 shares 23,380 $794K 0.09% -787 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.08% 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; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 4,017 shares; 2025Q1: 2,194 shares; 2025Q2: 2,344 shares; 2025Q3: 2,340 shares; 2025Q4: 2,358 shares; 2026Q1: 2,358 shares 2,358 $678K 0.07% 0 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; 2024Q2: restricted; 2024Q3: 7,184 shares; 2024Q4: 7,161 shares; 2025Q1: 5,471 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,530 shares; 2026Q1: 5,530 shares 5,530 $665K 0.07% 0 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; 2024Q2: restricted; 2024Q3: 12,832 shares; 2024Q4: 9,231 shares; 2025Q1: 4,742 shares; 2025Q2: 3,910 shares; 2025Q3: 3,909 shares; 2025Q4: 3,914 shares; 2026Q1: 3,914 shares 3,914 $664K 0.07% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,002 shares; 2025Q1: 12,002 shares; 2025Q2: 12,002 shares; 2025Q3: 12,002 shares; 2025Q4: 11,754 shares; 2026Q1: 11,754 shares 11,754 $551K 0.06% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,893 shares; 2025Q4: 11,306 shares; 2026Q1: 12,259 shares 12,259 $520K 0.06% +953 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,422 shares; 2025Q1: 6,250 shares; 2025Q2: 5,433 shares; 2025Q3: 5,314 shares; 2025Q4: 5,314 shares; 2026Q1: 5,085 shares 5,085 $460K 0.05% -229 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; 2024Q2: restricted; 2024Q3: 20,450 shares; 2024Q4: 19,277 shares; 2025Q1: 3,410 shares; 2025Q2: 4,194 shares; 2025Q3: 3,949 shares; 2025Q4: 3,872 shares; 2026Q1: 3,872 shares 3,872 $430K 0.05% 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; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 7,208 shares; 2025Q1: 6,966 shares; 2025Q2: 6,966 shares; 2025Q3: 6,585 shares; 2025Q4: 8,417 shares; 2026Q1: 9,542 shares 9,542 $404K 0.04% +1,125 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; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 8,690 shares; 2025Q1: 8,410 shares; 2025Q2: 8,410 shares; 2025Q3: 8,972 shares; 2025Q4: 48,525 shares; 2026Q1: 8,410 shares 8,410 $385K 0.04% -40,115 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; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 765 shares; 2025Q1: 342 shares; 2025Q2: 358 shares; 2025Q3: 362 shares; 2025Q4: 364 shares; 2026Q1: 369 shares 369 $339K 0.04% +5 Timeline PLBY PLAYBOY INC More: the full row for PLAYBOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207,653 shares; 2025Q4: 207,653 shares; 2026Q1: 207,653 shares 207,653 $316K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 448 shares; 2025Q1: 296 shares; 2025Q2: 308 shares; 2025Q3: 304 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $304K 0.03% 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; 2024Q2: restricted; 2024Q3: 89,217 shares; 2024Q4: 66,939 shares; 2025Q1: 4,269 shares; 2025Q2: 4,269 shares; 2025Q3: 4,269 shares; 2025Q4: 4,269 shares; 2026Q1: 4,269 shares 4,269 $304K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 7,595 shares; 2024Q4: 7,734 shares; 2025Q1: 6,638 shares; 2025Q2: 6,691 shares; 2025Q3: 6,259 shares; 2025Q4: 6,262 shares; 2026Q1: 6,262 shares 6,262 $288K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 2,888 shares; 2025Q1: not reported; 2025Q2: 1,088 shares; 2025Q3: 1,096 shares; 2025Q4: 1,192 shares; 2026Q1: 1,186 shares 1,186 $247K 0.03% -6 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,398 shares; 2026Q1: 2,398 shares 2,398 $224K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314 shares 314 $214K 0.02% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 4,083 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 718 shares; 2026Q1: 703 shares 703 $202K 0.02% -15 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; 2024Q2: restricted; 2024Q3: 34,392 shares; 2024Q4: 41,161 shares; 2025Q1: 41,161 shares; 2025Q2: 53,737 shares; 2025Q3: 40,365 shares; 2025Q4: 40,365 shares; 2026Q1: 58,575 shares 58,575 $179K 0.02% +18,210 Timeline