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: 2,470,684 shares; 2024Q4: 2,495,610 shares; 2025Q1: 2,801,439 shares; 2025Q2: 2,929,200 shares; 2025Q3: 3,069,952 shares; 2025Q4: 3,416,822 shares; 2026Q1: 3,552,627 shares; 2026Q2: 3,678,554 shares 3,678,554 $187M 17.63% +125,927 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: 2,012,344 shares; 2024Q4: 2,047,397 shares; 2025Q1: 2,265,253 shares; 2025Q2: 2,325,952 shares; 2025Q3: 2,423,538 shares; 2025Q4: 2,693,940 shares; 2026Q1: 2,808,255 shares; 2026Q2: 2,904,314 shares 2,904,314 $139M 13.09% +96,059 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: 2,877,495 shares; 2024Q4: 2,914,747 shares; 2025Q1: 2,916,306 shares; 2025Q2: 2,850,542 shares; 2025Q3: 2,806,089 shares; 2025Q4: 2,608,713 shares; 2026Q1: 2,434,023 shares; 2026Q2: 2,391,457 shares 2,391,457 $88.1M 8.31% -42,566 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: 1,156,061 shares; 2024Q4: 1,179,388 shares; 2025Q1: 1,235,376 shares; 2025Q2: 1,266,696 shares; 2025Q3: 1,314,052 shares; 2025Q4: 1,475,798 shares; 2026Q1: 1,552,569 shares; 2026Q2: 1,595,524 shares 1,595,524 $85.5M 8.07% +42,955 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; 2024Q3: 2,069,934 shares; 2024Q4: 2,022,821 shares; 2025Q1: 2,022,756 shares; 2025Q2: 2,094,750 shares; 2025Q3: 2,070,106 shares; 2025Q4: 1,921,660 shares; 2026Q1: 1,877,973 shares; 2026Q2: 1,868,514 shares 1,868,514 $82.9M 7.82% -9,459 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: 1,639,133 shares; 2024Q4: 1,608,976 shares; 2025Q1: 1,658,193 shares; 2025Q2: 1,710,723 shares; 2025Q3: 1,718,279 shares; 2025Q4: 1,617,442 shares; 2026Q1: 1,652,225 shares; 2026Q2: 1,673,148 shares 1,673,148 $69.8M 6.59% +20,923 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: 1,846,667 shares; 2024Q4: 1,889,957 shares; 2025Q1: 1,966,059 shares; 2025Q2: 1,951,156 shares; 2025Q3: 1,981,741 shares; 2025Q4: 1,856,079 shares; 2026Q1: 1,827,243 shares; 2026Q2: 1,864,060 shares 1,864,060 $63.6M 6% +36,817 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; 2024Q3: 744,364 shares; 2024Q4: 754,100 shares; 2025Q1: 849,966 shares; 2025Q2: 868,594 shares; 2025Q3: 898,342 shares; 2025Q4: 1,016,625 shares; 2026Q1: 1,058,790 shares; 2026Q2: 1,085,533 shares 1,085,533 $44.8M 4.23% +26,743 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; 2024Q3: 784,184 shares; 2024Q4: 774,476 shares; 2025Q1: 771,087 shares; 2025Q2: 797,081 shares; 2025Q3: 798,856 shares; 2025Q4: 758,134 shares; 2026Q1: 711,348 shares; 2026Q2: 699,135 shares 699,135 $38.5M 3.63% -12,213 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; 2024Q3: 881,226 shares; 2024Q4: 887,829 shares; 2025Q1: 864,836 shares; 2025Q2: 838,187 shares; 2025Q3: 820,714 shares; 2025Q4: 746,887 shares; 2026Q1: 673,881 shares; 2026Q2: 673,128 shares 673,128 $36.4M 3.43% -753 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; 2024Q3: 453,546 shares; 2024Q4: 446,336 shares; 2025Q1: 456,398 shares; 2025Q2: 498,065 shares; 2025Q3: 494,791 shares; 2025Q4: 461,138 shares; 2026Q1: 467,598 shares; 2026Q2: 467,301 shares 467,301 $32.7M 3.08% -297 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: 817,611 shares; 2024Q4: 823,169 shares; 2025Q1: 862,785 shares; 2025Q2: 829,989 shares; 2025Q3: 812,157 shares; 2025Q4: 732,271 shares; 2026Q1: 688,458 shares; 2026Q2: 697,483 shares 697,483 $28M 2.64% +9,025 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; 2024Q3: 318,770 shares; 2024Q4: 310,231 shares; 2025Q1: 311,970 shares; 2025Q2: 334,148 shares; 2025Q3: 333,502 shares; 2025Q4: 313,146 shares; 2026Q1: 300,467 shares; 2026Q2: 300,501 shares 300,501 $24.7M 2.33% +34 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: 505,663 shares; 2024Q4: 508,156 shares; 2025Q1: 533,153 shares; 2025Q2: 539,588 shares; 2025Q3: 537,300 shares; 2025Q4: 491,490 shares; 2026Q1: 481,746 shares; 2026Q2: 450,063 shares 450,063 $18.3M 1.73% -31,683 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: 489,522 shares; 2024Q4: 493,602 shares; 2025Q1: 509,346 shares; 2025Q2: 522,403 shares; 2025Q3: 537,991 shares; 2025Q4: 549,289 shares; 2026Q1: 547,107 shares; 2026Q2: 551,990 shares 551,990 $16M 1.51% +4,883 Timeline DFIS 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: 454,461 shares; 2024Q4: 456,531 shares; 2025Q1: 477,149 shares; 2025Q2: 468,911 shares; 2025Q3: 464,529 shares; 2025Q4: 432,360 shares; 2026Q1: 411,631 shares; 2026Q2: 413,172 shares 413,172 $14.5M 1.37% +1,541 Timeline DFSB 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 reported; 2024Q4: not reported; 2025Q1: 147,228 shares; 2025Q2: 158,678 shares; 2025Q3: 159,587 shares; 2025Q4: 184,211 shares; 2026Q1: 188,959 shares; 2026Q2: 193,316 shares 193,316 $10.1M 0.95% +4,357 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,945 shares; 2024Q4: 14,895 shares; 2025Q1: 14,819 shares; 2025Q2: 14,741 shares; 2025Q3: 14,684 shares; 2025Q4: 14,512 shares; 2026Q1: 14,064 shares; 2026Q2: 14,238 shares 14,238 $9.03M 0.85% +174 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,809 shares; 2024Q4: 41,725 shares; 2025Q1: 41,473 shares; 2025Q2: 34,616 shares; 2025Q3: 34,227 shares; 2025Q4: 33,798 shares; 2026Q1: 31,895 shares; 2026Q2: 31,138 shares 31,138 $9.01M 0.85% -757 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: 202,366 shares; 2024Q4: 186,660 shares; 2025Q1: 195,628 shares; 2025Q2: 207,386 shares; 2025Q3: 203,634 shares; 2025Q4: 182,662 shares; 2026Q1: 184,743 shares; 2026Q2: 186,762 shares 186,762 $8.71M 0.82% +2,019 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: 202,345 shares; 2024Q4: 197,060 shares; 2025Q1: 208,142 shares; 2025Q2: 209,354 shares; 2025Q3: 207,933 shares; 2025Q4: 190,420 shares; 2026Q1: 181,791 shares; 2026Q2: 185,179 shares 185,179 $8.35M 0.79% +3,388 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; 2024Q3: 7,259 shares; 2024Q4: 6,787 shares; 2025Q1: 6,829 shares; 2025Q2: 6,795 shares; 2025Q3: 6,785 shares; 2025Q4: 6,683 shares; 2026Q1: 6,625 shares; 2026Q2: 6,819 shares 6,819 $3.41M 0.32% +194 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,886 shares; 2025Q3: 7,164 shares; 2025Q4: 6,556 shares; 2026Q1: 6,384 shares; 2026Q2: 38,435 shares 38,435 $2.91M 0.27% +32,051 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: 6,642 shares; 2024Q4: 6,442 shares; 2025Q1: 6,737 shares; 2025Q2: 6,216 shares; 2025Q3: 6,276 shares; 2025Q4: 7,675 shares; 2026Q1: 9,177 shares; 2026Q2: 9,752 shares 9,752 $1.95M 0.18% +575 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,589 shares; 2024Q4: 9,839 shares; 2025Q1: 9,864 shares; 2025Q2: 9,613 shares; 2025Q3: 9,635 shares; 2025Q4: 9,855 shares; 2026Q1: 8,408 shares; 2026Q2: 8,163 shares 8,163 $1.93M 0.18% -245 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,404 shares; 2024Q4: 4,040 shares; 2025Q1: 4,289 shares; 2025Q2: 4,265 shares; 2025Q3: 4,267 shares; 2025Q4: 4,258 shares; 2026Q1: 4,809 shares; 2026Q2: 4,803 shares 4,803 $1.79M 0.17% -6 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,513 shares; 2024Q4: 1,463 shares; 2025Q1: 1,323 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,323 shares; 2026Q1: 1,618 shares; 2026Q2: 1,666 shares 1,666 $1.77M 0.17% +48 Timeline DFSE 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: 44,092 shares; 2024Q4: 42,657 shares; 2025Q1: 40,854 shares; 2025Q2: 42,127 shares; 2025Q3: 41,181 shares; 2025Q4: 37,627 shares; 2026Q1: 36,373 shares; 2026Q2: 35,784 shares 35,784 $1.75M 0.17% -589 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; 2024Q3: 9,310 shares; 2024Q4: 9,310 shares; 2025Q1: 10,432 shares; 2025Q2: 7,692 shares; 2025Q3: 7,692 shares; 2025Q4: 7,694 shares; 2026Q1: 6,878 shares; 2026Q2: 6,889 shares 6,889 $1.64M 0.15% +11 Timeline VGUS 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 reported; 2024Q4: not reported; 2025Q1: 2,849 shares; 2025Q2: 6,156 shares; 2025Q3: 14,932 shares; 2025Q4: 30,241 shares; 2026Q1: 24,223 shares; 2026Q2: 20,119 shares 20,119 $1.52M 0.14% -4,104 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; 2024Q3: 4,863 shares; 2024Q4: 4,631 shares; 2025Q1: 4,620 shares; 2025Q2: 3,674 shares; 2025Q3: 3,678 shares; 2025Q4: 3,683 shares; 2026Q1: 4,091 shares; 2026Q2: 4,214 shares 4,214 $1.38M 0.13% +123 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,277 shares; 2024Q4: 3,277 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,195 shares; 2026Q1: 3,248 shares; 2026Q2: 3,248 shares 3,248 $1.15M 0.11% 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: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 1,862 shares; 2025Q2: 1,787 shares; 2025Q3: 1,787 shares; 2025Q4: 1,787 shares; 2026Q1: 1,501 shares; 2026Q2: 1,501 shares 1,501 $1.12M 0.11% 0 Timeline SCHG 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: 8,755 shares; 2024Q4: 35,189 shares; 2025Q1: 35,199 shares; 2025Q2: 32,540 shares; 2025Q3: 32,388 shares; 2025Q4: 32,112 shares; 2026Q1: 31,296 shares; 2026Q2: 31,759 shares 31,759 $1.07M 0.1% +463 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,521 shares; 2024Q4: 1,320 shares; 2025Q1: 1,410 shares; 2025Q2: 1,438 shares; 2025Q3: 1,410 shares; 2025Q4: 1,420 shares; 2026Q1: 1,420 shares; 2026Q2: 1,420 shares 1,420 $1.06M 0.1% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,127 shares; 2024Q4: 10,819 shares; 2025Q1: 10,819 shares; 2025Q2: 10,664 shares; 2025Q3: 10,664 shares; 2025Q4: 10,664 shares; 2026Q1: 10,664 shares; 2026Q2: 10,169 shares 10,169 $1.03M 0.1% -495 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,362 shares; 2024Q4: 6,081 shares; 2025Q1: 6,079 shares; 2025Q2: 6,094 shares; 2025Q3: 2,633 shares; 2025Q4: 6,376 shares; 2026Q1: 6,376 shares; 2026Q2: 6,377 shares 6,377 $935K 0.09% +1 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,372 shares; 2024Q4: 6,242 shares; 2025Q1: 6,243 shares; 2025Q2: 6,240 shares; 2025Q3: 6,239 shares; 2025Q4: 5,946 shares; 2026Q1: 6,063 shares; 2026Q2: 6,063 shares 6,063 $889K 0.08% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,420 shares; 2024Q4: 2,301 shares; 2025Q1: 2,574 shares; 2025Q2: 2,574 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 3,079 shares; 2026Q2: 3,075 shares 3,075 $781K 0.07% -4 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: 4,235 shares; 2024Q4: 4,235 shares; 2025Q1: 3,621 shares; 2025Q2: 3,585 shares; 2025Q3: 3,585 shares; 2025Q4: 3,536 shares; 2026Q1: 3,523 shares; 2026Q2: 3,523 shares 3,523 $768K 0.07% 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 reported; 2024Q4: not reported; 2025Q1: 1,862 shares; 2025Q2: 1,818 shares; 2025Q3: 1,695 shares; 2025Q4: 1,977 shares; 2026Q1: 2,041 shares; 2026Q2: 1,922 shares 1,922 $711K 0.07% -119 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,988 shares; 2024Q4: 5,910 shares; 2025Q1: 6,018 shares; 2025Q2: 6,018 shares; 2025Q3: 6,018 shares; 2025Q4: 6,018 shares; 2026Q1: 6,151 shares; 2026Q2: 6,251 shares 6,251 $708K 0.07% +100 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,037 shares; 2024Q4: 8,171 shares; 2025Q1: 7,066 shares; 2025Q2: 6,056 shares; 2025Q3: 5,136 shares; 2025Q4: 5,136 shares; 2026Q1: 5,136 shares; 2026Q2: 5,136 shares 5,136 $706K 0.07% 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; 2024Q3: 2,140 shares; 2024Q4: 2,041 shares; 2025Q1: 2,081 shares; 2025Q2: 1,881 shares; 2025Q3: 1,882 shares; 2025Q4: 1,882 shares; 2026Q1: 1,874 shares; 2026Q2: 1,963 shares 1,963 $693K 0.07% +89 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560 $672K 0.06% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,755 shares; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 1,784 shares; 2025Q3: 1,784 shares; 2025Q4: 1,784 shares; 2026Q1: 1,784 shares; 2026Q2: 1,834 shares 1,834 $629K 0.06% +50 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,208 shares; 2025Q3: 1,189 shares; 2025Q4: 1,189 shares; 2026Q1: 1,587 shares; 2026Q2: 1,707 shares 1,707 $610K 0.06% +120 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,152 shares 4,152 $580K 0.05% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,587 shares; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares; 2026Q1: 1,971 shares; 2026Q2: 1,970 shares 1,970 $554K 0.05% -1 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,869 shares; 2026Q2: 6,868 shares 6,868 $497K 0.05% -1 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217 shares; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares; 2026Q2: 1,202 shares 1,202 $478K 0.05% +1 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,144 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,108 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares; 2026Q1: 1,112 shares; 2026Q2: 1,112 shares 1,112 $462K 0.04% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,827 shares; 2024Q4: not reported; 2025Q1: 4,822 shares; 2025Q2: 4,822 shares; 2025Q3: 4,822 shares; 2025Q4: 4,822 shares; 2026Q1: 4,822 shares; 2026Q2: 4,822 shares 4,822 $460K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,662 shares; 2024Q4: not reported; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,857 shares; 2025Q4: 1,857 shares; 2026Q1: 2,326 shares; 2026Q2: 2,328 shares 2,328 $442K 0.04% +2 Timeline CWBC COMMUNITY WEST BANCSHARES NE More: the full row for COMMUNITY WEST BANCSHARES NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,283 shares 16,283 $437K 0.04% new 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; 2024Q3: 6,346 shares; 2024Q4: 6,379 shares; 2025Q1: 6,558 shares; 2025Q2: 5,391 shares; 2025Q3: 5,399 shares; 2025Q4: 5,316 shares; 2026Q1: 5,318 shares; 2026Q2: 5,333 shares 5,333 $433K 0.04% +15 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823 shares; 2024Q4: 723 shares; 2025Q1: 1,497 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 927 shares; 2026Q2: 3,308 shares 3,308 $411K 0.04% +2,381 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: 461 shares; 2024Q4: 448 shares; 2025Q1: 454 shares; 2025Q2: 443 shares; 2025Q3: 438 shares; 2025Q4: 439 shares; 2026Q1: 439 shares; 2026Q2: 577 shares 577 $396K 0.04% +138 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 467 shares 467 $344K 0.03% new 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; 2024Q3: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 873 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares; 2026Q2: 931 shares 931 $343K 0.03% +28 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,293 shares; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,293 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares; 2026Q1: 1,343 shares; 2026Q2: 1,343 shares 1,343 $338K 0.03% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,493 shares; 2024Q4: 4,244 shares; 2025Q1: 4,252 shares; 2025Q2: 3,382 shares; 2025Q3: 3,383 shares; 2025Q4: 3,031 shares; 2026Q1: 3,107 shares; 2026Q2: 3,112 shares 3,112 $318K 0.03% +5 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 2,382 shares; 2025Q1: 2,382 shares; 2025Q2: 2,383 shares; 2025Q3: 2,382 shares; 2025Q4: 2,382 shares; 2026Q1: 2,611 shares; 2026Q2: 2,611 shares 2,611 $305K 0.03% 0 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; 2024Q3: 7,360 shares; 2024Q4: 14,954 shares; 2025Q1: 12,691 shares; 2025Q2: 12,359 shares; 2025Q3: 11,879 shares; 2025Q4: 11,884 shares; 2026Q1: 10,431 shares; 2026Q2: 10,431 shares 10,431 $302K 0.03% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,805 shares; 2024Q4: 3,805 shares; 2025Q1: 3,805 shares; 2025Q2: 3,805 shares; 2025Q3: 3,805 shares; 2025Q4: 3,736 shares; 2026Q1: 3,740 shares; 2026Q2: 3,740 shares 3,740 $300K 0.03% 0 Timeline VYM 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: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,886 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares; 2026Q2: 1,820 shares 1,820 $288K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163 shares; 2024Q4: 2,163 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,132 shares; 2026Q1: 2,201 shares; 2026Q2: 2,199 shares 2,199 $283K 0.03% -2 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 1,634 shares; 2026Q2: 1,634 shares 1,634 $274K 0.03% 0 Timeline VUSB 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,282 shares; 2025Q3: 6,759 shares; 2025Q4: 6,010 shares; 2026Q1: 5,499 shares; 2026Q2: 5,499 shares 5,499 $274K 0.03% 0 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; 2024Q3: 3,264 shares; 2024Q4: 3,276 shares; 2025Q1: not reported; 2025Q2: 3,180 shares; 2025Q3: 3,188 shares; 2025Q4: 3,195 shares; 2026Q1: 3,203 shares; 2026Q2: 3,211 shares 3,211 $263K 0.02% +8 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 690 shares; 2026Q2: 691 shares 691 $261K 0.02% +1 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,964 shares; 2024Q4: 1,972 shares; 2025Q1: 1,980 shares; 2025Q2: 992 shares; 2025Q3: 996 shares; 2025Q4: 1,000 shares; 2026Q1: 928 shares; 2026Q2: 933 shares 933 $254K 0.02% +5 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: 6,195 shares; 2024Q4: 5,886 shares; 2025Q1: 5,854 shares; 2025Q2: 5,854 shares; 2025Q3: 5,854 shares; 2025Q4: 5,854 shares; 2026Q1: 5,854 shares; 2026Q2: 5,854 shares 5,854 $247K 0.02% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,253 shares 1,253 $239K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,050 shares; 2026Q2: 6,050 shares 6,050 $235K 0.02% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 862 shares 862 $232K 0.02% new Timeline VBK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 632 shares 632 $231K 0.02% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 423 shares; 2026Q1: not reported; 2026Q2: 425 shares 425 $222K 0.02% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,293 shares; 2025Q1: 1,297 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: not reported; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005 $218K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,449 shares 1,449 $215K 0.02% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 1,417 shares; 2025Q2: 1,416 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,105 shares; 2026Q2: 1,105 shares 1,105 $210K 0.02% 0 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; 2024Q3: 4,321 shares; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 3,811 shares; 2025Q4: 3,811 shares; 2026Q1: 3,504 shares; 2026Q2: 3,504 shares 3,504 $204K 0.02% 0 Timeline AREC AMERICAN RES CORP More: the full row for AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,948 shares 78,948 $170K 0.02% new Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,279 shares 20,279 $36.9K <0.01% new Timeline