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; 2024Q4: 637,711 shares; 2025Q1: 606,706 shares; 2025Q2: 648,830 shares; 2025Q3: 648,220 shares; 2025Q4: 656,918 shares; 2026Q1: 713,763 shares; 2026Q2: 735,418 shares; 2026Q3: 734,118 shares 734,118 $38.4M 15.12% -1,300 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: 479,889 shares; 2025Q1: 480,108 shares; 2025Q2: 460,494 shares; 2025Q3: 471,716 shares; 2025Q4: 511,410 shares; 2026Q1: 522,702 shares; 2026Q2: 542,729 shares; 2026Q3: 587,599 shares 587,599 $23.6M 9.27% +44,870 Timeline DFIP 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: 354,914 shares; 2025Q1: 351,418 shares; 2025Q2: 350,435 shares; 2025Q3: 370,885 shares; 2025Q4: 393,446 shares; 2026Q1: 427,914 shares; 2026Q2: 462,726 shares; 2026Q3: 464,572 shares 464,572 $18.1M 7.14% +1,846 Timeline 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 386,016 shares 386,016 $14.5M 5.69% new Timeline DFUS 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: 155,364 shares; 2025Q1: 155,364 shares; 2025Q2: 159,496 shares; 2025Q3: 157,689 shares; 2025Q4: 157,689 shares; 2026Q1: 157,689 shares; 2026Q2: 157,689 shares; 2026Q3: 157,689 shares 157,689 $13.1M 5.15% 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; 2024Q4: 380,388 shares; 2025Q1: 381,458 shares; 2025Q2: 366,046 shares; 2025Q3: 365,026 shares; 2025Q4: 356,677 shares; 2026Q1: 347,110 shares; 2026Q2: 337,691 shares; 2026Q3: 329,520 shares 329,520 $13.1M 5.15% -8,171 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: 329,673 shares; 2025Q1: 347,988 shares; 2025Q2: 332,877 shares; 2025Q3: 338,706 shares; 2025Q4: 344,756 shares; 2026Q1: 343,333 shares; 2026Q2: 339,783 shares; 2026Q3: 332,904 shares 332,904 $12.5M 4.93% -6,879 Timeline AVRE 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: 313,736 shares; 2025Q1: 307,958 shares; 2025Q2: 297,943 shares; 2025Q3: 296,184 shares; 2025Q4: 292,005 shares; 2026Q1: 289,024 shares; 2026Q2: 283,674 shares; 2026Q3: 266,862 shares 266,862 $11.8M 4.66% -16,812 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: 295,110 shares; 2025Q1: 316,583 shares; 2025Q2: 297,355 shares; 2025Q3: 292,884 shares; 2025Q4: 295,443 shares; 2026Q1: 284,429 shares; 2026Q2: 276,090 shares; 2026Q3: 264,022 shares 264,022 $11.4M 4.5% -12,068 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; 2024Q4: 39,271 shares; 2025Q1: 41,415 shares; 2025Q2: 67,729 shares; 2025Q3: 68,109 shares; 2025Q4: 74,953 shares; 2026Q1: 93,276 shares; 2026Q2: 96,685 shares; 2026Q3: 92,547 shares 92,547 $10.9M 4.29% -4,138 Timeline VTEB 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; 2024Q4: 288,306 shares; 2025Q1: 278,112 shares; 2025Q2: 194,856 shares; 2025Q3: 213,237 shares; 2025Q4: 218,414 shares; 2026Q1: 228,992 shares; 2026Q2: 231,559 shares; 2026Q3: 213,821 shares 213,821 $10.1M 3.98% -17,738 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; 2024Q4: 99,909 shares; 2025Q1: 100,008 shares; 2025Q2: 100,774 shares; 2025Q3: 98,683 shares; 2025Q4: 99,306 shares; 2026Q1: 108,441 shares; 2026Q2: 112,850 shares; 2026Q3: 96,708 shares 96,708 $8.71M 3.43% -16,142 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; 2024Q4: 142,820 shares; 2025Q1: 142,621 shares; 2025Q2: 140,742 shares; 2025Q3: 142,677 shares; 2025Q4: 152,450 shares; 2026Q1: 162,354 shares; 2026Q2: 172,397 shares; 2026Q3: 182,301 shares 182,301 $8.54M 3.36% +9,904 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; 2024Q4: 67,577 shares; 2025Q1: 66,841 shares; 2025Q2: 64,568 shares; 2025Q3: 64,599 shares; 2025Q4: 64,661 shares; 2026Q1: 72,854 shares; 2026Q2: 76,304 shares; 2026Q3: 75,084 shares 75,084 $8.21M 3.23% -1,220 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: 55,511 shares; 2025Q1: 67,458 shares; 2025Q2: 70,164 shares; 2025Q3: 70,602 shares; 2025Q4: 74,106 shares; 2026Q1: 77,053 shares; 2026Q2: 75,871 shares; 2026Q3: 68,940 shares 68,940 $6.48M 2.55% -6,931 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: 29,390 shares; 2025Q1: 30,767 shares; 2025Q2: 38,725 shares; 2025Q3: 36,863 shares; 2025Q4: 36,970 shares; 2026Q1: 41,177 shares; 2026Q2: 42,521 shares; 2026Q3: 39,114 shares 39,114 $5.01M 1.97% -3,407 Timeline DFAT 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: 60,891 shares; 2025Q1: 63,073 shares; 2025Q2: 73,805 shares; 2025Q3: 73,487 shares; 2025Q4: 73,487 shares; 2026Q1: 73,487 shares; 2026Q2: 73,270 shares; 2026Q3: 73,187 shares 73,187 $4.86M 1.91% -83 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: 23,995 shares; 2025Q1: 46,911 shares; 2025Q2: 57,734 shares; 2025Q3: 67,554 shares; 2025Q4: 101,296 shares; 2026Q1: 139,040 shares; 2026Q2: 166,172 shares; 2026Q3: 171,798 shares 171,798 $4.65M 1.83% +5,626 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: 30,220 shares; 2025Q1: 37,376 shares; 2025Q2: 25,080 shares; 2025Q3: 25,080 shares; 2025Q4: 25,080 shares; 2026Q1: 25,069 shares; 2026Q2: 24,681 shares; 2026Q3: 44,932 shares 44,932 $4.54M 1.79% +20,251 Timeline DFAS 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: 52,865 shares; 2025Q1: 52,865 shares; 2025Q2: 52,865 shares; 2025Q3: 52,865 shares; 2025Q4: 52,865 shares; 2026Q1: 52,865 shares; 2026Q2: 52,865 shares; 2026Q3: 52,865 shares 52,865 $4.09M 1.61% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,386 shares; 2025Q3: 70,137 shares; 2025Q4: 75,204 shares; 2026Q1: 71,095 shares; 2026Q2: 74,716 shares; 2026Q3: 56,204 shares 56,204 $4.02M 1.58% -18,512 Timeline BIV 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; 2024Q4: 36,788 shares; 2025Q1: 35,171 shares; 2025Q2: 31,920 shares; 2025Q3: 31,126 shares; 2025Q4: 30,547 shares; 2026Q1: 26,826 shares; 2026Q2: 26,285 shares; 2026Q3: 29,864 shares 29,864 $2.18M 0.86% +3,579 Timeline SCHP 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: 84,293 shares; 2025Q1: 81,921 shares; 2025Q2: 78,041 shares; 2025Q3: 78,041 shares; 2025Q4: 78,041 shares; 2026Q1: 72,007 shares; 2026Q2: 72,007 shares; 2026Q3: 79,164 shares 79,164 $1.99M 0.78% +7,157 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares; 2026Q1: 3,530 shares; 2026Q2: 3,500 shares; 2026Q3: 2,532 shares 2,532 $1.55M 0.61% -968 Timeline SCHB 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: 56,871 shares; 2025Q1: 52,473 shares; 2025Q2: 52,473 shares; 2025Q3: 52,448 shares; 2025Q4: 50,619 shares; 2026Q1: 50,619 shares; 2026Q2: 49,224 shares; 2026Q3: 46,639 shares 46,639 $1.37M 0.54% -2,585 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,628 shares; 2025Q1: 18,319 shares; 2025Q2: 16,356 shares; 2025Q3: 16,356 shares; 2025Q4: 16,356 shares; 2026Q1: 20,335 shares; 2026Q2: 20,831 shares; 2026Q3: 26,771 shares 26,771 $1.32M 0.52% +5,940 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: 2,771 shares; 2025Q1: 2,775 shares; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares; 2025Q4: 2,896 shares; 2026Q1: 2,896 shares; 2026Q2: 2,888 shares; 2026Q3: 2,888 shares 2,888 $1.08M 0.43% 0 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; 2024Q4: 213,980 shares; 2025Q1: 196,604 shares; 2025Q2: 205,594 shares; 2025Q3: 206,759 shares; 2025Q4: 170,275 shares; 2026Q1: 71,746 shares; 2026Q2: 31,222 shares; 2026Q3: 21,368 shares 21,368 $950K 0.37% -9,854 Timeline HYMB 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 34,900 shares 34,900 $819K 0.32% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,546 shares; 2025Q1: 7,255 shares; 2025Q2: 8,038 shares; 2025Q3: 8,038 shares; 2025Q4: 8,038 shares; 2026Q1: 9,714 shares; 2026Q2: 9,594 shares; 2026Q3: 13,196 shares 13,196 $760K 0.3% +3,602 Timeline BSV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,245 shares; 2025Q3: 9,245 shares; 2025Q4: 9,245 shares; 2026Q1: 9,245 shares; 2026Q2: 9,245 shares; 2026Q3: 9,245 shares 9,245 $706K 0.28% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 2,105 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares; 2026Q3: 2,105 shares 2,105 $515K 0.2% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,252 shares; 2025Q1: 15,241 shares; 2025Q2: 15,241 shares; 2025Q3: 15,241 shares; 2025Q4: 15,241 shares; 2026Q1: 15,241 shares; 2026Q2: 15,241 shares; 2026Q3: 9,347 shares 9,347 $460K 0.18% -5,894 Timeline DFUV 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: 8,307 shares; 2025Q1: 8,307 shares; 2025Q2: 8,307 shares; 2025Q3: 8,307 shares; 2025Q4: 8,307 shares; 2026Q1: 8,307 shares; 2026Q2: 8,307 shares; 2026Q3: 8,307 shares 8,307 $457K 0.18% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,892 shares; 2025Q1: 3,753 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares; 2025Q4: 3,378 shares; 2026Q1: 4,285 shares; 2026Q2: 4,222 shares; 2026Q3: 4,050 shares 4,050 $447K 0.18% -172 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares; 2026Q2: 8,200 shares; 2026Q3: 8,200 shares 8,200 $419K 0.16% 0 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; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares; 2026Q2: 1,015 shares; 2026Q3: 1,015 shares 1,015 $357K 0.14% 0 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: 94,917 shares; 2025Q1: 95,136 shares; 2025Q2: 89,767 shares; 2025Q3: 89,722 shares; 2025Q4: 74,404 shares; 2026Q1: 32,287 shares; 2026Q2: 16,734 shares; 2026Q3: 9,380 shares 9,380 $347K 0.14% -7,354 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; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares; 2026Q1: 637 shares; 2026Q2: 3,823 shares; 2026Q3: 3,823 shares 3,823 $345K 0.14% 0 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; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,315 shares; 2026Q1: 1,285 shares; 2026Q2: 1,285 shares; 2026Q3: 1,285 shares 1,285 $320K 0.13% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,889 shares; 2025Q1: 7,893 shares; 2025Q2: 7,893 shares; 2025Q3: 7,897 shares; 2025Q4: 7,926 shares; 2026Q1: 5,485 shares; 2026Q2: 5,485 shares; 2026Q3: 5,485 shares 5,485 $273K 0.11% 0 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,238 shares 6,238 $261K 0.1% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,359 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares; 2026Q1: 3,977 shares; 2026Q2: 3,977 shares; 2026Q3: 3,977 shares 3,977 $259K 0.1% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 3,030 shares; 2026Q1: 3,030 shares; 2026Q2: 3,030 shares; 2026Q3: 3,030 shares 3,030 $211K 0.08% 0 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,000 shares 10,000 $40.7K 0.02% new Timeline