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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,383 shares; 2024Q4: 524,348 shares; 2025Q1: 534,580 shares; 2025Q2: 536,873 shares; 2025Q3: 540,171 shares; 2025Q4: 541,580 shares 541,580 $20.6M 12.49% +1,409 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,861 shares; 2024Q4: 231,933 shares; 2025Q1: 236,142 shares; 2025Q2: 239,478 shares; 2025Q3: 242,058 shares; 2025Q4: 240,033 shares 240,033 $18.2M 11.02% -2,025 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,927 shares; 2024Q4: 237,955 shares; 2025Q1: 256,456 shares; 2025Q2: 263,924 shares; 2025Q3: 276,251 shares; 2025Q4: 277,971 shares 277,971 $13.3M 8.08% +1,720 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,168 shares; 2024Q4: 362,327 shares; 2025Q1: 378,751 shares; 2025Q2: 397,232 shares; 2025Q3: 402,287 shares; 2025Q4: 404,604 shares 404,604 $13.3M 8.07% +2,317 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,595 shares; 2024Q4: 313,212 shares; 2025Q1: 321,755 shares; 2025Q2: 327,702 shares; 2025Q3: 330,561 shares; 2025Q4: 329,564 shares 329,564 $13M 7.91% -997 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,606 shares; 2024Q4: 104,216 shares; 2025Q1: 116,324 shares; 2025Q2: 120,163 shares; 2025Q3: 123,957 shares; 2025Q4: 127,996 shares 127,996 $9.48M 5.75% +4,039 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,529 shares; 2024Q4: 265,090 shares; 2025Q1: 272,820 shares; 2025Q2: 272,613 shares; 2025Q3: 276,805 shares; 2025Q4: 274,498 shares 274,498 $8.69M 5.27% -2,307 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,866 shares; 2024Q4: 170,528 shares; 2025Q1: 176,165 shares; 2025Q2: 174,447 shares; 2025Q3: 174,140 shares; 2025Q4: 168,097 shares 168,097 $8.39M 5.08% -6,043 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,054 shares; 2024Q4: 81,385 shares; 2025Q1: 83,668 shares; 2025Q2: 82,490 shares; 2025Q3: 81,166 shares; 2025Q4: 77,262 shares 77,262 $7.26M 4.4% -3,904 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,278 shares; 2024Q4: 209,382 shares; 2025Q1: 218,028 shares; 2025Q2: 222,257 shares; 2025Q3: 219,873 shares; 2025Q4: 215,258 shares 215,258 $7.01M 4.25% -4,615 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,213 shares; 2024Q4: 42,497 shares; 2025Q1: 44,883 shares; 2025Q2: 49,637 shares; 2025Q3: 53,073 shares; 2025Q4: 57,385 shares 57,385 $5.76M 3.49% +4,312 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,603 shares; 2024Q4: 85,254 shares; 2025Q1: 91,493 shares; 2025Q2: 93,533 shares; 2025Q3: 92,959 shares; 2025Q4: 92,206 shares 92,206 $5.38M 3.26% -753 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,676 shares; 2024Q4: 128,194 shares; 2025Q1: 137,208 shares; 2025Q2: 136,275 shares; 2025Q3: 136,570 shares; 2025Q4: 136,435 shares 136,435 $5.2M 3.15% -135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,712 shares; 2024Q4: 186,773 shares; 2025Q1: 199,229 shares; 2025Q2: 204,474 shares; 2025Q3: 212,049 shares; 2025Q4: 222,202 shares 222,202 $5.09M 3.08% +10,153 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,981 shares; 2024Q4: 92,472 shares; 2025Q1: 102,905 shares; 2025Q2: 107,036 shares; 2025Q3: 111,824 shares; 2025Q4: 116,098 shares 116,098 $3.16M 1.91% +4,274 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,116 shares; 2024Q4: 14,562 shares; 2025Q1: 15,405 shares; 2025Q2: 15,919 shares; 2025Q3: 16,978 shares; 2025Q4: 17,458 shares 17,458 $1.5M 0.91% +480 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,242 shares; 2025Q1: 3,031 shares; 2025Q2: 3,671 shares; 2025Q3: 3,670 shares; 2025Q4: 3,670 shares 3,670 $1.45M 0.88% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,853 shares; 2024Q4: 32,919 shares; 2025Q1: 33,981 shares; 2025Q2: 34,278 shares; 2025Q3: 34,414 shares; 2025Q4: 34,756 shares 34,756 $1.32M 0.8% +342 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,893 shares; 2024Q4: 33,903 shares; 2025Q1: 33,226 shares; 2025Q2: 33,174 shares; 2025Q3: 32,029 shares; 2025Q4: 26,738 shares 26,738 $1.25M 0.76% -5,291 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,806 shares; 2024Q4: 14,685 shares; 2025Q1: 15,173 shares; 2025Q2: 15,245 shares; 2025Q3: 15,295 shares; 2025Q4: 15,416 shares 15,416 $1.1M 0.67% +121 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,401 shares; 2024Q4: 32,418 shares; 2025Q1: 30,956 shares; 2025Q2: 28,109 shares; 2025Q3: 28,228 shares; 2025Q4: 28,807 shares 28,807 $972K 0.59% +579 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,831 shares; 2024Q4: 19,035 shares; 2025Q1: 20,276 shares; 2025Q2: 25,190 shares; 2025Q3: 25,532 shares; 2025Q4: 26,916 shares 26,916 $921K 0.56% +1,384 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,811 shares; 2024Q4: 19,513 shares; 2025Q1: 28,100 shares; 2025Q2: 27,456 shares; 2025Q3: 20,842 shares; 2025Q4: 21,324 shares 21,324 $908K 0.55% +482 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,294 shares; 2024Q4: 21,246 shares; 2025Q1: 23,508 shares; 2025Q2: 24,224 shares; 2025Q3: 24,761 shares; 2025Q4: 26,153 shares 26,153 $901K 0.55% +1,392 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 3,191 shares; 2025Q1: 3,178 shares; 2025Q2: 3,176 shares; 2025Q3: 3,296 shares; 2025Q4: 3,291 shares 3,291 $895K 0.54% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,882 shares; 2025Q1: 1,882 shares; 2025Q2: 1,882 shares; 2025Q3: 1,462 shares; 2025Q4: 1,462 shares 1,462 $735K 0.45% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,424 shares; 2025Q1: 1,424 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: 1,424 shares 1,424 $689K 0.42% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 2,170 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares 2,085 $672K 0.41% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,068 shares; 2024Q4: 17,171 shares; 2025Q1: 17,438 shares; 2025Q2: 17,415 shares; 2025Q3: 17,465 shares; 2025Q4: 18,024 shares 18,024 $596K 0.36% +559 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 5,216 shares; 2025Q1: 5,332 shares; 2025Q2: 5,253 shares; 2025Q3: 5,290 shares; 2025Q4: 5,739 shares 5,739 $585K 0.35% +449 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 5,112 shares; 2025Q1: 5,155 shares; 2025Q2: 5,129 shares; 2025Q3: 5,096 shares; 2025Q4: 4,887 shares 4,887 $546K 0.33% -209 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,803 shares; 2025Q1: 3,803 shares; 2025Q2: 3,803 shares; 2025Q3: 3,803 shares; 2025Q4: 3,803 shares 3,803 $519K 0.31% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,924 shares; 2024Q4: 7,851 shares; 2025Q1: 7,665 shares; 2025Q2: 6,492 shares; 2025Q3: 6,388 shares; 2025Q4: 5,596 shares 5,596 $478K 0.29% -792 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,127 shares; 2024Q4: 6,127 shares; 2025Q1: 6,127 shares; 2025Q2: 6,127 shares; 2025Q3: 6,228 shares; 2025Q4: 6,127 shares 6,127 $428K 0.26% -101 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares 1,280 $402K 0.24% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 8,151 shares; 2025Q1: 7,914 shares; 2025Q2: 8,025 shares; 2025Q3: 8,137 shares; 2025Q4: 8,300 shares 8,300 $401K 0.24% +163 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,428 shares; 2024Q4: 24,132 shares; 2025Q1: 6,495 shares; 2025Q2: 6,622 shares; 2025Q3: 7,094 shares; 2025Q4: 7,832 shares 7,832 $377K 0.23% +738 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,587 shares; 2025Q1: 4,642 shares; 2025Q2: 4,660 shares; 2025Q3: 4,673 shares; 2025Q4: 4,527 shares 4,527 $373K 0.23% -146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 5,462 shares; 2025Q1: 5,809 shares; 2025Q2: 5,809 shares; 2025Q3: 5,809 shares; 2025Q4: 5,901 shares 5,901 $311K 0.19% +92 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,405 shares; 2025Q1: 8,030 shares; 2025Q2: 7,962 shares; 2025Q3: 7,962 shares; 2025Q4: 7,382 shares 7,382 $309K 0.19% -580 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,541 shares; 2025Q1: 2,021 shares; 2025Q2: 2,050 shares; 2025Q3: 2,168 shares; 2025Q4: 2,627 shares 2,627 $281K 0.17% +459 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,191 shares; 2025Q3: 1,191 shares; 2025Q4: 1,191 shares 1,191 $275K 0.17% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 3,098 shares; 2025Q1: 3,030 shares; 2025Q2: 3,051 shares; 2025Q3: 3,072 shares; 2025Q4: 3,060 shares 3,060 $271K 0.16% -12 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,100 shares 4,100 $264K 0.16% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,410 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares 2,330 $260K 0.16% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $234K 0.14% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,460 shares; 2025Q1: 5,080 shares; 2025Q2: 4,767 shares; 2025Q3: 4,964 shares; 2025Q4: 4,821 shares 4,821 $227K 0.14% -143 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $221K 0.13% 0 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,100 shares 7,100 $207K 0.13% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 704 shares; 2025Q4: 704 shares 704 $203K 0.12% 0 Timeline