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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 626,158 shares; 2025Q1: 661,609 shares; 2025Q2: 702,809 shares; 2025Q3: 739,174 shares 739,174 $31.4M 21.67% +36,365 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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 393,525 shares; 2025Q1: 425,674 shares; 2025Q2: 429,761 shares; 2025Q3: 440,495 shares 440,495 $18M 12.45% +10,734 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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 187,588 shares; 2025Q1: 217,970 shares; 2025Q2: 264,706 shares; 2025Q3: 292,769 shares 292,769 $12M 8.31% +28,063 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 189,528 shares; 2025Q1: 240,847 shares; 2025Q2: 294,795 shares; 2025Q3: 341,373 shares 341,373 $9.9M 6.83% +46,578 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 76,024 shares; 2025Q1: 85,726 shares; 2025Q2: 109,845 shares; 2025Q3: 130,535 shares 130,535 $8.91M 6.15% +20,690 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 30,386 shares; 2025Q1: 41,379 shares; 2025Q2: 72,041 shares; 2025Q3: 91,588 shares 91,588 $7.5M 5.18% +19,547 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 62,719 shares; 2025Q1: 70,323 shares; 2025Q2: 80,580 shares; 2025Q3: 99,910 shares 99,910 $6.34M 4.38% +19,330 Timeline AVSD 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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 71,795 shares; 2025Q1: 67,277 shares; 2025Q2: 64,593 shares; 2025Q3: 60,350 shares 60,350 $4.32M 2.98% -4,243 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 45,569 shares; 2025Q1: 57,896 shares; 2025Q2: 81,256 shares; 2025Q3: 93,518 shares 93,518 $4.12M 2.85% +12,262 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 271,089 shares; 2025Q1: 289,380 shares; 2025Q2: 307,342 shares; 2025Q3: 353,225 shares 353,225 $3.76M 2.6% +45,883 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 52,387 shares; 2025Q1: 62,776 shares; 2025Q2: 67,547 shares; 2025Q3: 77,061 shares 77,061 $3.38M 2.34% +9,514 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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 51,418 shares; 2025Q1: 47,424 shares; 2025Q2: 46,688 shares; 2025Q3: 44,245 shares 44,245 $3.25M 2.25% -2,443 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 24,990 shares; 2025Q1: 17,591 shares; 2025Q2: 17,006 shares; 2025Q3: 12,435 shares 12,435 $3.17M 2.19% -4,571 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 128,892 shares; 2025Q1: 121,589 shares; 2025Q2: 92,982 shares; 2025Q3: 80,961 shares 80,961 $3.05M 2.1% -12,021 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 26,210 shares; 2025Q1: 26,355 shares; 2025Q2: 26,137 shares; 2025Q3: 31,861 shares 31,861 $2.92M 2.02% +5,724 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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,813 shares; 2025Q1: 4,813 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares 4,825 $2.9M 2% 0 Timeline AVSE 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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 35,888 shares; 2025Q1: 32,221 shares; 2025Q2: 45,490 shares; 2025Q3: 43,718 shares 43,718 $2.78M 1.92% -1,772 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 54,743 shares; 2025Q1: 52,393 shares; 2025Q2: 54,840 shares; 2025Q3: 54,355 shares 54,355 $2.38M 1.64% -485 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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 1.04% 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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,344 shares; 2025Q1: 5,542 shares; 2025Q2: 4,617 shares; 2025Q3: 4,552 shares 4,552 $1.11M 0.77% -65 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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,348 shares; 2025Q1: 4,848 shares; 2025Q2: 4,448 shares; 2025Q3: 4,448 shares 4,448 $977K 0.67% 0 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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,302 shares; 2025Q1: 2,316 shares; 2025Q2: 2,756 shares; 2025Q3: 2,689 shares 2,689 $848K 0.59% -67 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 563 shares; 2025Q1: 1,229 shares; 2025Q2: 1,321 shares; 2025Q3: 1,393 shares 1,393 $721K 0.5% +72 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 4,600 shares 4,600 $707K 0.49% -600 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,645 shares; 2025Q1: 3,379 shares; 2025Q2: 3,830 shares; 2025Q3: 3,743 shares 3,743 $698K 0.48% -87 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,071 shares; 2025Q1: 1,059 shares; 2025Q2: 1,009 shares; 2025Q3: 975 shares 975 $653K 0.45% -34 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8,684 shares; 2025Q1: 7,786 shares; 2025Q2: 6,954 shares; 2025Q3: 4,477 shares 4,477 $564K 0.39% -2,477 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares 1,345 $478K 0.33% 0 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 20,719 shares; 2025Q1: 39,093 shares; 2025Q2: 29,708 shares; 2025Q3: 15,650 shares 15,650 $458K 0.32% -14,058 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $417K 0.29% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,174 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,148 shares 1,148 $405K 0.28% -26 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 23,549 shares; 2025Q1: 13,541 shares; 2025Q2: 10,009 shares; 2025Q3: 7,747 shares 7,747 $383K 0.26% -2,262 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,889 shares; 2025Q1: 1,709 shares; 2025Q2: 1,709 shares; 2025Q3: 1,709 shares 1,709 $369K 0.25% 0 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,396 shares; 2025Q1: 9,063 shares; 2025Q2: 7,314 shares; 2025Q3: 5,321 shares 5,321 $338K 0.23% -1,993 Timeline NULC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,033 shares; 2025Q1: 9,905 shares; 2025Q2: 6,539 shares; 2025Q3: 5,856 shares 5,856 $305K 0.21% -683 Timeline ERET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 24,761 shares; 2025Q1: 17,562 shares; 2025Q2: 12,089 shares; 2025Q3: 10,523 shares 10,523 $290K 0.2% -1,566 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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 596 shares 596 $286K 0.2% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,076 shares; 2025Q2: 1,105 shares; 2025Q3: 1,066 shares 1,066 $247K 0.17% -39 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,981 shares; 2025Q2: 1,984 shares; 2025Q3: 1,812 shares 1,812 $243K 0.17% -172 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 834 shares; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 538 shares 538 $239K 0.17% -112 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,298 shares; 2025Q1: 5,105 shares; 2025Q2: 4,754 shares; 2025Q3: 2,542 shares 2,542 $236K 0.16% -2,212 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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,239 shares; 2025Q1: 5,481 shares; 2025Q2: 5,430 shares; 2025Q3: 5,144 shares 5,144 $235K 0.16% -286 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: 699 shares 699 $231K 0.16% -40 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 542 shares; 2025Q1: 584 shares; 2025Q2: 521 shares; 2025Q3: 346 shares 346 $230K 0.16% -175 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,005 shares; 2025Q2: 5,039 shares; 2025Q3: 5,349 shares 5,349 $217K 0.15% +310 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 678 shares 678 $209K 0.14% new Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 27,663 shares; 2025Q1: 22,334 shares; 2025Q2: 15,214 shares; 2025Q3: 9,284 shares 9,284 $208K 0.14% -5,930 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; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 748 shares; 2025Q1: 941 shares; 2025Q2: 671 shares; 2025Q3: 630 shares 630 $207K 0.14% -41 Timeline MBNE SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 46,446 shares; 2025Q1: 49,093 shares; 2025Q2: 8,742 shares; 2025Q3: 7,044 shares 7,044 $205K 0.14% -1,698 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,451 shares 1,451 $203K 0.14% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,935 shares 2,935 $201K 0.14% new Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,700 shares 16,700 $47.1K 0.03% new Timeline BAKKT INC BAKKT INC More: the full row for BAKKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,540 shares 67,540 $30.4K 0.02% new