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: 176,059 shares; 2025Q1: 238,654 shares; 2025Q2: 235,501 shares; 2025Q3: 277,256 shares; 2025Q4: 293,569 shares; 2026Q1: 317,331 shares; 2026Q2: 329,785 shares 329,785 $27M 12.6% +12,454 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 315,670 shares; 2025Q1: 321,814 shares; 2025Q2: 329,290 shares; 2025Q3: 348,966 shares; 2025Q4: 364,224 shares; 2026Q1: 391,521 shares; 2026Q2: 403,571 shares 403,571 $18.9M 8.83% +12,050 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,788 shares; 2025Q1: 355,792 shares; 2025Q2: 407,746 shares; 2025Q3: 493,419 shares; 2025Q4: 551,660 shares; 2026Q1: 653,106 shares; 2026Q2: 691,288 shares 691,288 $18.3M 8.54% +38,182 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: 299,909 shares; 2025Q1: 316,348 shares; 2025Q2: 334,287 shares; 2025Q3: 351,211 shares; 2025Q4: 359,205 shares; 2026Q1: 394,689 shares; 2026Q2: 408,292 shares 408,292 $17.2M 8.03% +13,603 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: 455,959 shares; 2025Q1: 442,926 shares; 2025Q2: 445,634 shares; 2025Q3: 450,521 shares; 2025Q4: 453,246 shares; 2026Q1: 451,223 shares; 2026Q2: 458,556 shares 458,556 $17.1M 7.96% +7,333 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: not loaded; 2024Q4: 741,806 shares; 2025Q1: 477,028 shares; 2025Q2: 482,206 shares; 2025Q3: 422,941 shares; 2025Q4: 419,405 shares; 2026Q1: 400,075 shares; 2026Q2: 384,140 shares 384,140 $17M 7.94% -15,935 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: 68,405 shares; 2025Q1: 239,627 shares; 2025Q2: 286,176 shares; 2025Q3: 324,307 shares; 2025Q4: 325,446 shares; 2026Q1: 357,127 shares; 2026Q2: 368,577 shares 368,577 $15.4M 7.17% +11,450 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: 117,453 shares; 2025Q1: 124,823 shares; 2025Q2: 125,652 shares; 2025Q3: 128,749 shares; 2025Q4: 129,386 shares; 2026Q1: 126,761 shares; 2026Q2: 127,302 shares 127,302 $5.17M 2.41% +541 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: 15,257 shares; 2025Q1: 18,726 shares; 2025Q2: 25,517 shares; 2025Q3: 31,553 shares; 2025Q4: 36,891 shares; 2026Q1: 38,926 shares; 2026Q2: 40,334 shares 40,334 $5.17M 2.41% +1,408 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: 7,219 shares; 2025Q1: 7,191 shares; 2025Q2: 7,127 shares; 2025Q3: 7,154 shares; 2025Q4: 7,154 shares; 2026Q1: 7,120 shares; 2026Q2: 7,092 shares 7,092 $4.87M 2.27% -28 Timeline SPYV 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: 49,795 shares; 2025Q1: 47,663 shares; 2025Q2: 47,549 shares; 2025Q3: 47,549 shares; 2025Q4: 47,549 shares; 2026Q1: 47,549 shares; 2026Q2: 47,549 shares 47,549 $2.89M 1.35% 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: 43,622 shares; 2025Q1: 43,046 shares; 2025Q2: 40,605 shares; 2025Q3: 40,613 shares; 2025Q4: 40,613 shares; 2026Q1: 40,613 shares; 2026Q2: 40,253 shares 40,253 $2.87M 1.34% -360 Timeline IBDS 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: 31,302 shares; 2025Q1: 46,723 shares; 2025Q2: 59,842 shares; 2025Q3: 75,364 shares; 2025Q4: 109,081 shares; 2026Q1: 110,707 shares; 2026Q2: 112,074 shares 112,074 $2.71M 1.26% +1,367 Timeline FNDX 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: 94,631 shares; 2025Q1: 93,339 shares; 2025Q2: 86,052 shares; 2025Q3: 86,052 shares; 2025Q4: 86,052 shares; 2026Q1: 86,052 shares; 2026Q2: 85,748 shares 85,748 $2.67M 1.24% -304 Timeline IBDR 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: 66,735 shares; 2025Q1: 74,331 shares; 2025Q2: 84,492 shares; 2025Q3: 97,615 shares; 2025Q4: 105,279 shares; 2026Q1: 105,124 shares; 2026Q2: 108,551 shares 108,551 $2.63M 1.23% +3,427 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: 13,296 shares; 2025Q1: 12,573 shares; 2025Q2: 11,779 shares; 2025Q3: 11,728 shares; 2025Q4: 11,180 shares; 2026Q1: 11,180 shares; 2026Q2: 11,180 shares 11,180 $2.44M 1.14% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,278 shares; 2025Q1: 55,663 shares; 2025Q2: 55,663 shares; 2025Q3: 55,663 shares; 2025Q4: 55,663 shares; 2026Q1: 55,663 shares; 2026Q2: 55,663 shares 55,663 $2.4M 1.12% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,914 shares; 2026Q2: 33,015 shares 33,015 $2.23M 1.04% +6,101 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,603 shares; 2025Q4: 26,861 shares; 2026Q1: 24,276 shares; 2026Q2: 24,222 shares 24,222 $2M 0.93% -54 Timeline IBDT 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,030 shares; 2025Q4: 66,421 shares; 2026Q1: 69,169 shares; 2026Q2: 77,898 shares 77,898 $1.97M 0.92% +8,729 Timeline PXF 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; 2024Q3: not loaded; 2024Q4: 25,629 shares; 2025Q1: 25,378 shares; 2025Q2: 25,378 shares; 2025Q3: 25,378 shares; 2025Q4: 25,378 shares; 2026Q1: 25,378 shares; 2026Q2: 25,378 shares 25,378 $1.92M 0.89% 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: not loaded; 2024Q4: 57,249 shares; 2025Q1: 57,249 shares; 2025Q2: 57,249 shares; 2025Q3: 57,249 shares; 2025Q4: 57,249 shares; 2026Q1: 57,249 shares; 2026Q2: 57,249 shares 57,249 $1.66M 0.77% 0 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,886 shares; 2025Q2: 6,778 shares; 2025Q3: 13,225 shares; 2025Q4: 25,131 shares; 2026Q1: 22,458 shares; 2026Q2: 31,773 shares 31,773 $1.63M 0.76% +9,315 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: 7,108 shares; 2025Q1: 6,654 shares; 2025Q2: 12,643 shares; 2025Q3: 12,818 shares; 2025Q4: 15,520 shares; 2026Q1: 16,580 shares; 2026Q2: 16,849 shares 16,849 $1.5M 0.7% +269 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: not loaded; 2024Q4: 7,571 shares; 2025Q1: 13,395 shares; 2025Q2: 17,069 shares; 2025Q3: 21,979 shares; 2025Q4: 25,151 shares; 2026Q1: 26,420 shares; 2026Q2: 27,467 shares 27,467 $1.48M 0.69% +1,047 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 loaded; 2024Q4: 9,975 shares; 2025Q1: 9,975 shares; 2025Q2: 9,975 shares; 2025Q3: 9,975 shares; 2025Q4: 9,975 shares; 2026Q1: 9,975 shares; 2026Q2: 9,975 shares 9,975 $1.48M 0.69% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,214 shares; 2025Q1: 27,250 shares; 2025Q2: 27,250 shares; 2025Q3: 27,250 shares; 2025Q4: 27,250 shares; 2026Q1: 27,250 shares; 2026Q2: 34,031 shares 34,031 $1.47M 0.69% +6,781 Timeline IBTG 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: 40,637 shares; 2025Q1: 45,647 shares; 2025Q2: 47,261 shares; 2025Q3: 47,667 shares; 2025Q4: 60,883 shares; 2026Q1: 58,501 shares; 2026Q2: 60,957 shares 60,957 $1.4M 0.65% +2,456 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,919 shares 4,919 $1.24M 0.58% 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 loaded; 2024Q4: 19,526 shares; 2025Q1: 19,526 shares; 2025Q2: 28,142 shares; 2025Q3: 28,142 shares; 2025Q4: 31,115 shares; 2026Q1: 31,359 shares; 2026Q2: 31,294 shares 31,294 $1.21M 0.57% -65 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; 2024Q3: not loaded; 2024Q4: 23,431 shares; 2025Q1: 23,452 shares; 2025Q2: 29,819 shares; 2025Q3: 30,373 shares; 2025Q4: 30,585 shares; 2026Q1: 28,432 shares; 2026Q2: 28,724 shares 28,724 $1.18M 0.55% +292 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: not loaded; 2024Q4: 2,387 shares; 2025Q1: 2,387 shares; 2025Q2: 2,525 shares; 2025Q3: 2,234 shares; 2025Q4: 2,234 shares; 2026Q1: 2,234 shares; 2026Q2: 2,234 shares 2,234 $1.12M 0.52% 0 Timeline QUAL 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: 7,149 shares; 2025Q1: 6,991 shares; 2025Q2: 6,718 shares; 2025Q3: 6,119 shares; 2025Q4: 5,641 shares; 2026Q1: 5,553 shares; 2026Q2: 4,973 shares 4,973 $1.09M 0.51% -580 Timeline IBTH 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: 18,405 shares; 2025Q1: 29,857 shares; 2025Q2: 31,929 shares; 2025Q3: 35,520 shares; 2025Q4: 46,510 shares; 2026Q1: 46,994 shares; 2026Q2: 48,669 shares 48,669 $1.09M 0.51% +1,675 Timeline FNDF 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: 21,445 shares; 2025Q1: 20,671 shares; 2025Q2: 19,702 shares; 2025Q3: 19,908 shares; 2025Q4: 19,908 shares; 2026Q1: 19,908 shares; 2026Q2: 19,818 shares 19,818 $1.05M 0.49% -90 Timeline EEMV 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: 12,718 shares; 2025Q1: 12,718 shares; 2025Q2: 12,718 shares; 2025Q3: 12,718 shares; 2025Q4: 12,718 shares; 2026Q1: 12,718 shares; 2026Q2: 12,718 shares 12,718 $957K 0.45% 0 Timeline IJH 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: 12,280 shares; 2025Q1: 12,280 shares; 2025Q2: 12,280 shares; 2025Q3: 12,280 shares; 2025Q4: 12,280 shares; 2026Q1: 12,280 shares; 2026Q2: 12,280 shares 12,280 $947K 0.44% 0 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,704 shares; 2025Q1: 33,417 shares; 2025Q2: 33,417 shares; 2025Q3: 33,417 shares; 2025Q4: 32,787 shares; 2026Q1: 32,787 shares; 2026Q2: 34,233 shares 34,233 $913K 0.43% +1,446 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: 31,880 shares; 2025Q1: 28,367 shares; 2025Q2: 27,396 shares; 2025Q3: 26,806 shares; 2025Q4: 26,806 shares; 2026Q1: 26,681 shares; 2026Q2: 26,681 shares 26,681 $910K 0.42% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,195 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 3,195 shares; 2025Q4: 3,195 shares; 2026Q1: 3,195 shares; 2026Q2: 3,195 shares 3,195 $874K 0.41% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,704 shares 8,704 $790K 0.37% new 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; 2024Q3: not loaded; 2024Q4: 6,465 shares; 2025Q1: 6,465 shares; 2025Q2: 7,637 shares; 2025Q3: 7,637 shares; 2025Q4: 8,614 shares; 2026Q1: 8,431 shares; 2026Q2: 8,431 shares 8,431 $769K 0.36% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,394 shares; 2026Q2: 17,967 shares 17,967 $758K 0.35% +8,573 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,740 shares; 2025Q1: 21,740 shares; 2025Q2: 21,740 shares; 2025Q3: 21,740 shares; 2025Q4: 21,740 shares; 2026Q1: 21,740 shares; 2026Q2: 21,740 shares 21,740 $712K 0.33% 0 Timeline HYDB 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: 7,411 shares; 2025Q1: 12,125 shares; 2025Q2: 12,594 shares; 2025Q3: 12,965 shares; 2025Q4: 13,764 shares; 2026Q1: 15,063 shares; 2026Q2: 14,495 shares 14,495 $678K 0.32% -568 Timeline FNDE 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: 20,374 shares; 2025Q1: 18,337 shares; 2025Q2: 17,286 shares; 2025Q3: 17,041 shares; 2025Q4: 17,041 shares; 2026Q1: 17,041 shares; 2026Q2: 17,041 shares 17,041 $676K 0.32% 0 Timeline EELV 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; 2024Q3: not loaded; 2024Q4: 24,384 shares; 2025Q1: 24,303 shares; 2025Q2: 24,303 shares; 2025Q3: 24,303 shares; 2025Q4: 24,303 shares; 2026Q1: 24,303 shares; 2026Q2: 24,303 shares 24,303 $676K 0.31% 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; 2024Q3: not loaded; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,787 shares; 2026Q1: 1,826 shares; 2026Q2: 1,785 shares 1,785 $666K 0.31% -41 Timeline IBTI 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,174 shares; 2026Q1: 26,174 shares; 2026Q2: 29,788 shares 29,788 $660K 0.31% +3,614 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,624 shares; 2026Q1: 6,118 shares; 2026Q2: 6,331 shares 6,331 $638K 0.3% +213 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 855 shares; 2026Q1: 855 shares; 2026Q2: 855 shares 855 $618K 0.29% 0 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,684 shares; 2026Q2: 14,416 shares 14,416 $609K 0.28% -1,268 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 reported; 2025Q1: 4,678 shares; 2025Q2: 5,599 shares; 2025Q3: 5,599 shares; 2025Q4: 5,599 shares; 2026Q1: 5,647 shares; 2026Q2: 6,304 shares 6,304 $608K 0.28% +657 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares; 2025Q3: 801 shares; 2025Q4: 810 shares; 2026Q1: 913 shares; 2026Q2: 913 shares 913 $599K 0.28% 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,043 shares; 2026Q1: 14,731 shares; 2026Q2: 14,755 shares 14,755 $592K 0.28% +24 Timeline DGRO 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: 6,835 shares; 2025Q1: 6,835 shares; 2025Q2: 6,835 shares; 2025Q3: 6,835 shares; 2025Q4: 6,835 shares; 2026Q1: 6,835 shares; 2026Q2: 6,835 shares 6,835 $518K 0.24% 0 Timeline FNDA 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: 18,894 shares; 2025Q1: 17,153 shares; 2025Q2: 13,416 shares; 2025Q3: 13,208 shares; 2025Q4: 13,208 shares; 2026Q1: 13,208 shares; 2026Q2: 13,036 shares 13,036 $496K 0.23% -172 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,227 shares; 2025Q4: 3,227 shares; 2026Q1: 3,227 shares; 2026Q2: 3,227 shares 3,227 $495K 0.23% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,486 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,813 shares; 2026Q2: 10,039 shares 10,039 $480K 0.22% -1,774 Timeline IBMO 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: 19,229 shares; 2025Q1: 19,229 shares; 2025Q2: 19,229 shares; 2025Q3: 19,229 shares; 2025Q4: 20,673 shares; 2026Q1: 20,673 shares; 2026Q2: 18,214 shares 18,214 $467K 0.22% -2,459 Timeline SOXX 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 647 shares; 2026Q2: 641 shares 641 $411K 0.19% -6 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,889 shares; 2025Q4: 9,889 shares; 2026Q1: 8,258 shares; 2026Q2: 8,258 shares 8,258 $403K 0.19% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,675 shares; 2025Q4: 8,675 shares; 2026Q1: 8,675 shares; 2026Q2: 8,675 shares 8,675 $403K 0.19% 0 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; 2024Q3: not loaded; 2024Q4: 37,304 shares; 2025Q1: 8,273 shares; 2025Q2: 8,294 shares; 2025Q3: 7,945 shares; 2025Q4: 7,973 shares; 2026Q1: 7,581 shares; 2026Q2: 7,597 shares 7,597 $393K 0.18% +16 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,755 shares 9,755 $386K 0.18% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $369K 0.17% 0 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,916 shares 11,916 $357K 0.17% new 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,501 shares; 2025Q3: 7,626 shares; 2025Q4: 7,626 shares; 2026Q1: 7,626 shares; 2026Q2: 7,926 shares 7,926 $319K 0.15% +300 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,679 shares; 2025Q4: 4,679 shares; 2026Q1: 4,679 shares; 2026Q2: 4,679 shares 4,679 $316K 0.15% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 414 shares 414 $305K 0.14% 0 Timeline IBDU 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,146 shares 13,146 $304K 0.14% new Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,061 shares; 2026Q2: 8,045 shares 8,045 $276K 0.13% -16 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,748 shares; 2025Q1: 3,811 shares; 2025Q2: 8,377 shares; 2025Q3: 8,439 shares; 2025Q4: 8,474 shares; 2026Q1: 8,510 shares; 2026Q2: 4,702 shares 4,702 $266K 0.12% -3,808 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 979 shares; 2026Q1: not reported; 2026Q2: 979 shares 979 $260K 0.12% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,868 shares; 2025Q1: 51,161 shares; 2025Q2: 44,206 shares; 2025Q3: 41,437 shares; 2025Q4: 27,390 shares; 2026Q1: 8,698 shares; 2026Q2: 4,652 shares 4,652 $234K 0.11% -4,046 Timeline IQLT 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: 15,084 shares; 2025Q1: 11,554 shares; 2025Q2: 6,484 shares; 2025Q3: 6,054 shares; 2025Q4: 4,658 shares; 2026Q1: 4,658 shares; 2026Q2: 4,658 shares 4,658 $231K 0.11% 0 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,237 shares 6,237 $229K 0.11% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: not reported; 2026Q2: 786 shares 786 $221K 0.1% new Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,960 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,362 shares; 2026Q1: 9,362 shares; 2026Q2: 9,362 shares 9,362 $208K 0.1% 0 Timeline