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: 343,241 shares; 2025Q1: 432,967 shares; 2025Q2: 550,603 shares; 2025Q3: 605,383 shares; 2025Q4: 647,416 shares; 2026Q1: 720,938 shares; 2026Q2: 783,242 shares 783,242 $34.7M 17.24% +62,304 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: 337,469 shares; 2025Q1: 336,147 shares; 2025Q2: 399,976 shares; 2025Q3: 423,170 shares; 2025Q4: 441,976 shares; 2026Q1: 525,870 shares; 2026Q2: 584,181 shares 584,181 $21.8M 10.8% +58,311 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: 22,521 shares; 2025Q1: 219,381 shares; 2025Q2: 321,647 shares; 2025Q3: 357,718 shares; 2025Q4: 392,716 shares; 2026Q1: 442,179 shares; 2026Q2: 483,926 shares 483,926 $20.2M 10.02% +41,747 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: not loaded; 2024Q4: 180,325 shares; 2025Q1: 220,956 shares; 2025Q2: 260,819 shares; 2025Q3: 269,854 shares; 2025Q4: 278,952 shares; 2026Q1: 315,443 shares; 2026Q2: 315,133 shares 315,133 $18.3M 9.1% -310 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: 32,947 shares; 2025Q1: 189,253 shares; 2025Q2: 325,545 shares; 2025Q3: 350,953 shares; 2025Q4: 376,351 shares; 2026Q1: 403,955 shares; 2026Q2: 433,153 shares 433,153 $16.8M 8.34% +29,198 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: not loaded; 2024Q4: 147,217 shares; 2025Q1: 187,869 shares; 2025Q2: 234,900 shares; 2025Q3: 251,964 shares; 2025Q4: 318,495 shares; 2026Q1: 349,021 shares; 2026Q2: 350,137 shares 350,137 $14.4M 7.17% +1,116 Timeline SGOV 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: 32,963 shares; 2025Q1: 42,425 shares; 2025Q2: 48,743 shares; 2025Q3: 34,252 shares; 2025Q4: 36,580 shares; 2026Q1: 124,244 shares; 2026Q2: 123,808 shares 123,808 $12.5M 6.19% -436 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: 127,552 shares; 2025Q1: 152,416 shares; 2025Q2: 191,228 shares; 2025Q3: 204,287 shares; 2025Q4: 214,377 shares; 2026Q1: 263,589 shares; 2026Q2: 285,363 shares 285,363 $11.6M 5.76% +21,774 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: not loaded; 2024Q4: 191,652 shares; 2025Q1: 159,675 shares; 2025Q2: 132,430 shares; 2025Q3: 132,384 shares; 2025Q4: 132,058 shares; 2026Q1: 131,820 shares; 2026Q2: 131,831 shares 131,831 $9.21M 4.57% +11 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: 26,275 shares; 2025Q1: 21,071 shares; 2025Q2: 21,953 shares; 2025Q3: 21,975 shares; 2025Q4: 22,643 shares; 2026Q1: 22,974 shares; 2026Q2: 23,063 shares 23,063 $8.53M 4.24% +89 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 reported; 2025Q1: not reported; 2025Q2: 7,474 shares; 2025Q3: 44,487 shares; 2025Q4: 43,784 shares; 2026Q1: 43,556 shares; 2026Q2: 61,721 shares 61,721 $4.67M 2.32% +18,165 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: 23,117 shares; 2025Q1: 24,519 shares; 2025Q2: 19,795 shares; 2025Q3: 53,640 shares; 2025Q4: 58,657 shares; 2026Q1: 73,506 shares; 2026Q2: 70,456 shares 70,456 $3.41M 1.69% -3,050 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,051 shares; 2025Q1: 14,050 shares; 2025Q2: 11,862 shares; 2025Q3: 11,861 shares; 2025Q4: 11,861 shares; 2026Q1: 11,861 shares; 2026Q2: 34,926 shares 34,926 $2.51M 1.24% +23,065 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,068 shares; 2025Q2: 2,401 shares; 2025Q3: 4,003 shares; 2025Q4: 1,922 shares; 2026Q1: 2,712 shares; 2026Q2: 2,101 shares 2,101 $2.42M 1.2% -611 Timeline TIP 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: 25,228 shares; 2025Q1: 25,228 shares; 2025Q2: 25,252 shares; 2025Q3: 25,252 shares; 2025Q4: 25,252 shares; 2026Q1: 21,618 shares; 2026Q2: 21,504 shares 21,504 $2.35M 1.17% -114 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: 16,152 shares; 2025Q1: 7,372 shares; 2025Q2: 7,343 shares; 2025Q3: 6,858 shares; 2025Q4: 7,235 shares; 2026Q1: 8,367 shares; 2026Q2: 8,490 shares 8,490 $1.7M 0.84% +123 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: not loaded; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $1.42M 0.7% 0 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: 35,120 shares; 2025Q1: 37,814 shares; 2025Q2: 30,584 shares; 2025Q3: 30,819 shares; 2025Q4: 31,408 shares; 2026Q1: 31,843 shares; 2026Q2: 32,535 shares 32,535 $1.34M 0.67% +692 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 reported; 2025Q1: not reported; 2025Q2: 11,529 shares; 2025Q3: 12,159 shares; 2025Q4: 13,649 shares; 2026Q1: 14,237 shares; 2026Q2: 15,014 shares 15,014 $1.23M 0.61% +777 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,461 shares; 2025Q2: 10,461 shares; 2025Q3: 9,723 shares; 2025Q4: 10,154 shares; 2026Q1: 9,803 shares; 2026Q2: 9,561 shares 9,561 $1.12M 0.56% -242 Timeline VONV 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: not loaded; 2024Q4: 31,955 shares; 2025Q1: 18,692 shares; 2025Q2: 13,205 shares; 2025Q3: 11,274 shares; 2025Q4: 10,391 shares; 2026Q1: 10,391 shares; 2026Q2: 10,391 shares 10,391 $1.1M 0.55% 0 Timeline DFCA 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: 13,520 shares; 2025Q4: 18,505 shares; 2026Q1: 19,593 shares; 2026Q2: 20,379 shares 20,379 $1.02M 0.51% +786 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: 17,244 shares; 2025Q1: 22,687 shares; 2025Q2: 23,901 shares; 2025Q3: 23,901 shares; 2025Q4: 23,901 shares; 2026Q1: 25,069 shares; 2026Q2: 25,205 shares 25,205 $929K 0.46% +136 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: 4,299 shares; 2025Q1: 15,299 shares; 2025Q2: 14,063 shares; 2025Q3: 13,706 shares; 2025Q4: 13,896 shares; 2026Q1: 11,690 shares; 2026Q2: 11,029 shares 11,029 $911K 0.45% -661 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: not loaded; 2024Q4: not reported; 2025Q1: 7,328 shares; 2025Q2: 7,874 shares; 2025Q3: 8,372 shares; 2025Q4: 7,743 shares; 2026Q1: 7,681 shares; 2026Q2: 7,481 shares 7,481 $847K 0.42% -200 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,820 shares; 2025Q1: 23,570 shares; 2025Q2: 24,253 shares; 2025Q3: 25,153 shares; 2025Q4: 25,153 shares; 2026Q1: 24,482 shares; 2026Q2: 35,283 shares 35,283 $779K 0.39% +10,801 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,200 shares; 2025Q1: 3,600 shares; 2025Q2: 3,503 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 2,982 shares; 2026Q2: 2,887 shares 2,887 $754K 0.37% -95 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: not loaded; 2024Q4: 884 shares; 2025Q1: 988 shares; 2025Q2: 1,194 shares; 2025Q3: 5,921 shares; 2025Q4: 2,159 shares; 2026Q1: 2,237 shares; 2026Q2: 2,496 shares 2,496 $722K 0.36% +259 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: 1,761 shares; 2025Q1: 1,295 shares; 2025Q2: 1,152 shares; 2025Q3: 977 shares; 2025Q4: 1,157 shares; 2026Q1: 1,324 shares; 2026Q2: 1,519 shares 1,519 $567K 0.28% +195 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 reported; 2025Q1: not reported; 2025Q2: 6,789 shares; 2025Q3: 6,807 shares; 2025Q4: 7,524 shares; 2026Q1: 6,930 shares; 2026Q2: 6,919 shares 6,919 $493K 0.24% -11 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,198 shares; 2026Q2: 1,591 shares 1,591 $379K 0.19% +393 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,265 shares; 2025Q4: 1,110 shares; 2026Q1: 910 shares; 2026Q2: 1,014 shares 1,014 $362K 0.18% +104 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: 8,440 shares; 2025Q1: 10,035 shares; 2025Q2: 6,932 shares; 2025Q3: 7,108 shares; 2025Q4: 7,605 shares; 2026Q1: 7,766 shares; 2026Q2: 8,053 shares 8,053 $324K 0.16% +287 Timeline ITOT 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: 1,686 shares; 2025Q1: 1,687 shares; 2025Q2: 1,953 shares; 2025Q3: 1,902 shares; 2025Q4: 1,878 shares; 2026Q1: 1,856 shares; 2026Q2: 1,686 shares 1,686 $277K 0.14% -170 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS 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: 476 shares; 2026Q2: 476 shares 476 $268K 0.13% 0 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: not loaded; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,304 shares; 2025Q3: 2,082 shares; 2025Q4: 1,925 shares; 2026Q1: 1,781 shares; 2026Q2: 1,748 shares 1,748 $256K 0.13% -33 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 578 shares; 2025Q4: 635 shares; 2026Q1: 581 shares; 2026Q2: 576 shares 576 $242K 0.12% -5 Timeline SCHA 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,118 shares 6,118 $221K 0.11% new 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: not loaded; 2024Q4: 580 shares; 2025Q1: 584 shares; 2025Q2: 588 shares; 2025Q3: 591 shares; 2025Q4: 621 shares; 2026Q1: 668 shares; 2026Q2: 626 shares 626 $221K 0.11% -42 Timeline XLE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $212K 0.11% 0 Timeline SCHO 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: 17,624 shares; 2025Q1: 13,141 shares; 2025Q2: 13,100 shares; 2025Q3: 12,251 shares; 2025Q4: 12,221 shares; 2026Q1: 8,433 shares; 2026Q2: 8,571 shares 8,571 $207K 0.1% +138 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,180 shares; 2025Q3: 53,180 shares; 2025Q4: 32,434 shares; 2026Q1: 32,434 shares; 2026Q2: 32,434 shares 32,434 $62.3K 0.03% 0 Timeline BAER BRIDGER AEROSPACE GRP HLDGS More: the full row for BRIDGER AEROSPACE GRP HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,607 shares; 2025Q1: 13,607 shares; 2025Q2: 13,607 shares; 2025Q3: 13,607 shares; 2025Q4: not reported; 2026Q1: 13,600 shares; 2026Q2: 13,600 shares 13,600 $26.1K 0.01% 0 Timeline LUCD LUCID DIAGNOSTICS INC More: the full row for LUCID DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,904 shares; 2025Q1: 11,904 shares; 2025Q2: 11,904 shares; 2025Q3: 20,994 shares; 2025Q4: 20,994 shares; 2026Q1: 20,994 shares; 2026Q2: 20,994 shares 20,994 $22.5K 0.01% 0 Timeline