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; 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; 2026Q3: 832,997 shares 832,997 $37M 23.55% +10,960 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; 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; 2026Q3: 322,297 shares 322,297 $16.7M 10.64% +14,661 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; 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; 2026Q3: 87,056 shares 87,056 $11.2M 7.09% -536 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; 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; 2026Q3: 181,663 shares 181,663 $9.43M 6% +6,677 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; 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; 2026Q3: 246,706 shares 246,706 $9.28M 5.9% -4,197 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; 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; 2026Q3: 194,616 shares 194,616 $8.96M 5.7% +6,112 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; 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; 2026Q3: 122,216 shares 122,216 $4.85M 3.09% +2,809 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; 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; 2026Q3: 87,098 shares 87,098 $4.05M 2.57% +4 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; 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; 2026Q3: 20,920 shares 20,920 $3.91M 2.49% 0 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; 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; 2026Q3: 76,341 shares 76,341 $3.85M 2.45% +663 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; 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; 2026Q3: 42,431 shares 42,431 $3.82M 2.43% -263 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 41,205 shares 41,205 $3.41M 2.17% new DFSV DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 82,343 shares 82,343 $3.09M 1.96% new Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 72,911 shares 72,911 $3.06M 1.94% new 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,635 shares; 2026Q2: 67,602 shares; 2026Q3: 72,243 shares 72,243 $2.67M 1.7% +4,641 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; 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; 2026Q3: 46,337 shares 46,337 $2.37M 1.51% +964 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; 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; 2026Q3: 58,541 shares 58,541 $2.35M 1.49% +528 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; 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; 2026Q3: 24,057 shares 24,057 $2.26M 1.44% -130 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; 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; 2026Q3: 23,867 shares 23,867 $2.19M 1.39% +257 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,502 shares 2,502 $1.92M 1.22% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,038 shares; 2026Q3: 22,681 shares 22,681 $1.72M 1.09% +18,643 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,690 shares 4,690 $1.66M 1.06% 0 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; 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; 2026Q3: 61,104 shares 61,104 $1.65M 1.05% +1,740 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,684 shares 12,684 $1.28M 0.82% new 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; 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; 2026Q3: 26,152 shares 26,152 $1.23M 0.78% -669 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; 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; 2026Q3: 3,869 shares 3,869 $1.1M 0.7% 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; 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; 2026Q3: 15,092 shares 15,092 $1.07M 0.68% -155 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; 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; 2026Q3: 4,381 shares 4,381 $947K 0.6% 0 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; 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; 2026Q3: 10,988 shares 10,988 $862K 0.55% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,142 shares 8,142 $851K 0.54% new 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; 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; 2026Q3: 19,469 shares 19,469 $843K 0.54% -3,481 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; 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; 2026Q3: 22,352 shares 22,352 $753K 0.48% -3,655 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; 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; 2026Q3: 1,864 shares 1,864 $698K 0.44% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,329 shares; 2026Q2: 7,750 shares; 2026Q3: 7,750 shares 7,750 $658K 0.42% 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; 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; 2026Q3: 1,820 shares 1,820 $620K 0.39% 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; 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; 2026Q3: 2,480 shares 2,480 $566K 0.36% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,010 shares; 2025Q3: 975 shares; 2025Q4: 802 shares; 2026Q1: 802 shares; 2026Q2: 802 shares; 2026Q3: 785 shares 785 $550K 0.35% -17 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; 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; 2026Q3: 13,363 shares 13,363 $550K 0.35% -1,453 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,618 shares; 2025Q3: 18,397 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,090 shares; 2026Q3: 12,730 shares 12,730 $540K 0.34% -1,360 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,627 shares 5,627 $457K 0.29% 0 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; 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; 2026Q3: 4,268 shares 4,268 $424K 0.27% -355 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; 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; 2026Q3: 9,111 shares 9,111 $412K 0.26% -97 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; 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; 2026Q3: 1,727 shares 1,727 $399K 0.25% 0 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; 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; 2026Q3: 1,931 shares 1,931 $378K 0.24% 0 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; 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; 2026Q3: 3,480 shares 3,480 $352K 0.22% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,664 shares; 2025Q3: 11,664 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,941 shares; 2026Q3: 8,941 shares 8,941 $268K 0.17% 0 Timeline