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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,383 shares; 2024Q4: 524,348 shares; 2025Q1: 534,580 shares; 2025Q2: 536,873 shares; 2025Q3: 540,171 shares 540,171 $20.4M 12.75% +3,298 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,861 shares; 2024Q4: 231,933 shares; 2025Q1: 236,142 shares; 2025Q2: 239,478 shares; 2025Q3: 242,058 shares 242,058 $17.5M 10.93% +2,580 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,927 shares; 2024Q4: 237,955 shares; 2025Q1: 256,456 shares; 2025Q2: 263,924 shares; 2025Q3: 276,251 shares 276,251 $13.3M 8.32% +12,327 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,168 shares; 2024Q4: 362,327 shares; 2025Q1: 378,751 shares; 2025Q2: 397,232 shares; 2025Q3: 402,287 shares 402,287 $12.8M 8% +5,055 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,595 shares; 2024Q4: 313,212 shares; 2025Q1: 321,755 shares; 2025Q2: 327,702 shares; 2025Q3: 330,561 shares 330,561 $12.7M 7.97% +2,859 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,606 shares; 2024Q4: 104,216 shares; 2025Q1: 116,324 shares; 2025Q2: 120,163 shares; 2025Q3: 123,957 shares 123,957 $9.22M 5.76% +3,794 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,529 shares; 2024Q4: 265,090 shares; 2025Q1: 272,820 shares; 2025Q2: 272,613 shares; 2025Q3: 276,805 shares 276,805 $8.41M 5.26% +4,192 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,866 shares; 2024Q4: 170,528 shares; 2025Q1: 176,165 shares; 2025Q2: 174,447 shares; 2025Q3: 174,140 shares 174,140 $8.03M 5.02% -307 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,054 shares; 2024Q4: 81,385 shares; 2025Q1: 83,668 shares; 2025Q2: 82,490 shares; 2025Q3: 81,166 shares 81,166 $7.23M 4.52% -1,324 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,278 shares; 2024Q4: 209,382 shares; 2025Q1: 218,028 shares; 2025Q2: 222,257 shares; 2025Q3: 219,873 shares 219,873 $6.93M 4.33% -2,384 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,213 shares; 2024Q4: 42,497 shares; 2025Q1: 44,883 shares; 2025Q2: 49,637 shares; 2025Q3: 53,073 shares 53,073 $5.34M 3.34% +3,436 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,603 shares; 2024Q4: 85,254 shares; 2025Q1: 91,493 shares; 2025Q2: 93,533 shares; 2025Q3: 92,959 shares 92,959 $5.33M 3.33% -574 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,712 shares; 2024Q4: 186,773 shares; 2025Q1: 199,229 shares; 2025Q2: 204,474 shares; 2025Q3: 212,049 shares 212,049 $5.06M 3.16% +7,575 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,676 shares; 2024Q4: 128,194 shares; 2025Q1: 137,208 shares; 2025Q2: 136,275 shares; 2025Q3: 136,570 shares 136,570 $4.96M 3.1% +295 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,981 shares; 2024Q4: 92,472 shares; 2025Q1: 102,905 shares; 2025Q2: 107,036 shares; 2025Q3: 111,824 shares 111,824 $3.05M 1.91% +4,788 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: restricted; 2024Q2: restricted; 2024Q3: 32,893 shares; 2024Q4: 33,903 shares; 2025Q1: 33,226 shares; 2025Q2: 33,174 shares; 2025Q3: 32,029 shares 32,029 $1.47M 0.92% -1,145 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,116 shares; 2024Q4: 14,562 shares; 2025Q1: 15,405 shares; 2025Q2: 15,919 shares; 2025Q3: 16,978 shares 16,978 $1.42M 0.89% +1,059 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: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,242 shares; 2025Q1: 3,031 shares; 2025Q2: 3,671 shares; 2025Q3: 3,670 shares 3,670 $1.3M 0.82% -1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,853 shares; 2024Q4: 32,919 shares; 2025Q1: 33,981 shares; 2025Q2: 34,278 shares; 2025Q3: 34,414 shares 34,414 $1.23M 0.77% +136 Timeline AVIV 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: restricted; 2024Q2: restricted; 2024Q3: 13,806 shares; 2024Q4: 14,685 shares; 2025Q1: 15,173 shares; 2025Q2: 15,245 shares; 2025Q3: 15,295 shares 15,295 $1.03M 0.64% +50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,401 shares; 2024Q4: 32,418 shares; 2025Q1: 30,956 shares; 2025Q2: 28,109 shares; 2025Q3: 28,228 shares 28,228 $900K 0.56% +119 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,811 shares; 2024Q4: 19,513 shares; 2025Q1: 28,100 shares; 2025Q2: 27,456 shares; 2025Q3: 20,842 shares 20,842 $891K 0.56% -6,614 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,831 shares; 2024Q4: 19,035 shares; 2025Q1: 20,276 shares; 2025Q2: 25,190 shares; 2025Q3: 25,532 shares 25,532 $840K 0.52% +342 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: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 3,191 shares; 2025Q1: 3,178 shares; 2025Q2: 3,176 shares; 2025Q3: 3,296 shares 3,296 $839K 0.52% +120 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,294 shares; 2024Q4: 21,246 shares; 2025Q1: 23,508 shares; 2025Q2: 24,224 shares; 2025Q3: 24,761 shares 24,761 $812K 0.51% +537 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: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,424 shares; 2025Q1: 1,424 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares 1,424 $738K 0.46% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,882 shares; 2025Q1: 1,882 shares; 2025Q2: 1,882 shares; 2025Q3: 1,462 shares 1,462 $735K 0.46% -420 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: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 2,170 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,085 shares 2,085 $658K 0.41% -160 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,068 shares; 2024Q4: 17,171 shares; 2025Q1: 17,438 shares; 2025Q2: 17,415 shares; 2025Q3: 17,465 shares 17,465 $560K 0.35% +50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 5,112 shares; 2025Q1: 5,155 shares; 2025Q2: 5,129 shares; 2025Q3: 5,096 shares 5,096 $554K 0.35% -33 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 5,216 shares; 2025Q1: 5,332 shares; 2025Q2: 5,253 shares; 2025Q3: 5,290 shares 5,290 $526K 0.33% +37 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,803 shares; 2025Q1: 3,803 shares; 2025Q2: 3,803 shares; 2025Q3: 3,803 shares 3,803 $512K 0.32% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,924 shares; 2024Q4: 7,851 shares; 2025Q1: 7,665 shares; 2025Q2: 6,492 shares; 2025Q3: 6,388 shares 6,388 $488K 0.31% -104 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,127 shares; 2024Q4: 6,127 shares; 2025Q1: 6,127 shares; 2025Q2: 6,127 shares; 2025Q3: 6,228 shares 6,228 $413K 0.26% +101 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: restricted; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 8,151 shares; 2025Q1: 7,914 shares; 2025Q2: 8,025 shares; 2025Q3: 8,137 shares 8,137 $402K 0.25% +112 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,587 shares; 2025Q1: 4,642 shares; 2025Q2: 4,660 shares; 2025Q3: 4,673 shares 4,673 $369K 0.23% +13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,428 shares; 2024Q4: 24,132 shares; 2025Q1: 6,495 shares; 2025Q2: 6,622 shares; 2025Q3: 7,094 shares 7,094 $340K 0.21% +472 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,405 shares; 2025Q1: 8,030 shares; 2025Q2: 7,962 shares; 2025Q3: 7,962 shares 7,962 $335K 0.21% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 5,462 shares; 2025Q1: 5,809 shares; 2025Q2: 5,809 shares; 2025Q3: 5,809 shares 5,809 $313K 0.2% 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: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares 1,280 $312K 0.19% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 3,098 shares; 2025Q1: 3,030 shares; 2025Q2: 3,051 shares; 2025Q3: 3,072 shares 3,072 $281K 0.18% +21 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: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,191 shares; 2025Q3: 1,191 shares 1,191 $261K 0.16% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,410 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,330 shares 2,330 $240K 0.15% -50 Timeline AVSF 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: restricted; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,460 shares; 2025Q1: 5,080 shares; 2025Q2: 4,767 shares; 2025Q3: 4,964 shares 4,964 $234K 0.15% +197 Timeline MUB 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: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,541 shares; 2025Q1: 2,021 shares; 2025Q2: 2,050 shares; 2025Q3: 2,168 shares 2,168 $231K 0.14% +118 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares 660 $217K 0.14% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 704 shares 704 $211K 0.13% new Timeline 374WATER INC 374WATER INC More: the full row for 374WATER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,687 shares; 2024Q4: 148,687 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $14.3K 0.01% 0