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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 641,214 shares; 2025Q3: 666,431 shares; 2025Q4: 698,559 shares; 2026Q1: 758,225 shares; 2026Q2: 822,037 shares 822,037 $36.5M 23.62% +63,812 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 231,191 shares; 2025Q3: 245,823 shares; 2025Q4: 267,957 shares; 2026Q1: 283,042 shares; 2026Q2: 307,636 shares 307,636 $16.8M 10.85% +24,594 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 88,794 shares; 2025Q3: 88,458 shares; 2025Q4: 88,040 shares; 2026Q1: 87,896 shares; 2026Q2: 87,592 shares 87,592 $11.2M 7.27% -304 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 124,879 shares; 2025Q3: 137,682 shares; 2025Q4: 151,387 shares; 2026Q1: 161,741 shares; 2026Q2: 174,986 shares 174,986 $9.57M 6.2% +13,245 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 213,766 shares; 2025Q3: 226,112 shares; 2025Q4: 238,290 shares; 2026Q1: 251,960 shares; 2026Q2: 250,903 shares 250,903 $9.35M 6.05% -1,057 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 152,235 shares; 2025Q3: 155,550 shares; 2025Q4: 159,378 shares; 2026Q1: 168,024 shares; 2026Q2: 188,504 shares 188,504 $9.11M 5.9% +20,480 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 96,794 shares; 2025Q3: 103,269 shares; 2025Q4: 111,214 shares; 2026Q1: 119,938 shares; 2026Q2: 119,407 shares 119,407 $4.85M 3.14% -531 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 66,031 shares; 2025Q3: 87,848 shares; 2025Q4: 92,724 shares; 2026Q1: 93,819 shares; 2026Q2: 87,094 shares 87,094 $4.16M 2.69% -6,725 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,516 shares; 2025Q3: 38,111 shares; 2025Q4: 42,563 shares; 2026Q1: 39,497 shares; 2026Q2: 75,678 shares 75,678 $3.84M 2.49% +36,181 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 44,040 shares; 2025Q3: 43,685 shares; 2025Q4: 43,116 shares; 2026Q1: 42,788 shares; 2026Q2: 42,694 shares 42,694 $3.81M 2.47% -94 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 103,863 shares; 2025Q3: 102,727 shares; 2025Q4: 103,988 shares; 2026Q1: 97,192 shares; 2026Q2: 88,741 shares 88,741 $3.44M 2.23% -8,451 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 30,177 shares; 2025Q3: 35,942 shares; 2025Q4: 41,254 shares; 2026Q1: 42,992 shares; 2026Q2: 41,871 shares 41,871 $3.43M 2.22% -1,121 Timeline 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 89,513 shares; 2025Q3: 88,313 shares; 2025Q4: 85,721 shares; 2026Q1: 81,251 shares; 2026Q2: 77,529 shares 77,529 $3.24M 2.1% -3,722 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,635 shares; 2026Q2: 67,602 shares 67,602 $2.49M 1.61% +53,967 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 29,378 shares; 2025Q3: 46,559 shares; 2025Q4: 49,400 shares; 2026Q1: 52,443 shares; 2026Q2: 58,013 shares 58,013 $2.45M 1.59% +5,570 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,920 shares; 2025Q3: 20,920 shares; 2025Q4: 20,920 shares; 2026Q1: 20,920 shares; 2026Q2: 20,920 shares 20,920 $2.44M 1.58% 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,269 shares; 2025Q3: 36,791 shares; 2025Q4: 39,696 shares; 2026Q1: 42,131 shares; 2026Q2: 45,373 shares 45,373 $2.43M 1.57% +3,242 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 24,743 shares; 2025Q3: 24,624 shares; 2025Q4: 24,443 shares; 2026Q1: 24,254 shares; 2026Q2: 24,187 shares 24,187 $2.33M 1.51% -67 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,837 shares; 2025Q3: 18,308 shares; 2025Q4: 19,830 shares; 2026Q1: 18,008 shares; 2026Q2: 23,610 shares 23,610 $2.16M 1.4% +5,602 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,690 shares; 2026Q2: 4,690 shares 4,690 $1.97M 1.28% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,575 shares; 2025Q3: 2,558 shares; 2025Q4: 2,558 shares; 2026Q1: 2,558 shares; 2026Q2: 2,502 shares 2,502 $1.87M 1.21% -56 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 44,653 shares; 2025Q3: 48,518 shares; 2025Q4: 52,272 shares; 2026Q1: 55,725 shares; 2026Q2: 59,364 shares 59,364 $1.72M 1.11% +3,639 Timeline 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 28,155 shares; 2025Q3: 27,470 shares; 2025Q4: 27,410 shares; 2026Q1: 27,200 shares; 2026Q2: 26,821 shares 26,821 $1.25M 0.81% -379 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares; 2025Q4: 3,869 shares; 2026Q1: 3,869 shares; 2026Q2: 3,869 shares 3,869 $1.17M 0.76% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,023 shares; 2025Q3: 12,280 shares; 2025Q4: 12,280 shares; 2026Q1: 12,280 shares; 2026Q2: 15,247 shares 15,247 $1.09M 0.7% +2,967 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,385 shares; 2025Q3: 4,385 shares; 2025Q4: 4,385 shares; 2026Q1: 4,385 shares; 2026Q2: 4,381 shares 4,381 $955K 0.62% -4 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,748 shares; 2025Q3: 31,306 shares; 2025Q4: 26,907 shares; 2026Q1: 24,293 shares; 2026Q2: 22,950 shares 22,950 $921K 0.6% -1,343 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,623 shares; 2025Q3: 33,402 shares; 2025Q4: 28,982 shares; 2026Q1: 27,066 shares; 2026Q2: 26,007 shares 26,007 $888K 0.57% -1,059 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,747 shares; 2025Q3: 2,747 shares; 2025Q4: 2,747 shares; 2026Q1: 2,747 shares; 2026Q2: 10,988 shares 10,988 $885K 0.57% +8,241 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,513 shares; 2026Q2: 10,513 shares 10,513 $803K 0.52% 0 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,412 shares; 2025Q3: 2,452 shares; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares; 2026Q2: 1,864 shares 1,864 $690K 0.45% +462 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,329 shares; 2026Q2: 7,750 shares 7,750 $663K 0.43% +2,421 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares; 2026Q2: 1,820 shares 1,820 $643K 0.42% 0 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,794 shares; 2025Q3: 19,578 shares; 2025Q4: 17,285 shares; 2026Q1: 16,277 shares; 2026Q2: 14,816 shares 14,816 $634K 0.41% -1,461 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,618 shares; 2025Q3: 18,397 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,090 shares 14,090 $601K 0.39% new 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,010 shares; 2025Q3: 975 shares; 2025Q4: 802 shares; 2026Q1: 802 shares; 2026Q2: 802 shares 802 $551K 0.36% 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480 $496K 0.32% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,592 shares; 2025Q3: 5,510 shares; 2025Q4: 5,510 shares; 2026Q1: 5,510 shares; 2026Q2: 5,627 shares 5,627 $466K 0.3% +117 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,714 shares; 2025Q3: 5,714 shares; 2025Q4: 5,714 shares; 2026Q1: 5,474 shares; 2026Q2: 4,623 shares 4,623 $459K 0.3% -851 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares; 2026Q2: 1,727 shares 1,727 $420K 0.27% +192 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,806 shares; 2025Q3: 9,646 shares; 2025Q4: 9,550 shares; 2026Q1: 9,129 shares; 2026Q2: 9,208 shares 9,208 $415K 0.27% +79 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares; 2026Q2: 1,931 shares 1,931 $382K 0.25% +253 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares; 2026Q1: 3,480 shares; 2026Q2: 3,480 shares 3,480 $342K 0.22% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,038 shares 4,038 $306K 0.2% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,664 shares; 2025Q3: 11,664 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,941 shares 8,941 $263K 0.17% new Timeline