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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 343,241 shares; 2025Q1: 432,967 shares; 2025Q2: 550,603 shares; 2025Q3: 605,383 shares; 2025Q4: 647,416 shares 647,416 $25.6M 16.77% +42,033 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 180,325 shares; 2025Q1: 220,956 shares; 2025Q2: 260,819 shares; 2025Q3: 269,854 shares; 2025Q4: 278,952 shares 278,952 $16.4M 10.72% +9,098 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 337,469 shares; 2025Q1: 336,147 shares; 2025Q2: 399,976 shares; 2025Q3: 423,170 shares; 2025Q4: 441,976 shares 441,976 $15.2M 9.97% +18,806 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,521 shares; 2025Q1: 219,381 shares; 2025Q2: 321,647 shares; 2025Q3: 357,718 shares; 2025Q4: 392,716 shares 392,716 $14.9M 9.77% +34,998 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 147,217 shares; 2025Q1: 187,869 shares; 2025Q2: 234,900 shares; 2025Q3: 251,964 shares; 2025Q4: 318,495 shares 318,495 $13.2M 8.66% +66,531 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,947 shares; 2025Q1: 189,253 shares; 2025Q2: 325,545 shares; 2025Q3: 350,953 shares; 2025Q4: 376,351 shares 376,351 $12.4M 8.1% +25,398 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 191,652 shares; 2025Q1: 159,675 shares; 2025Q2: 132,430 shares; 2025Q3: 132,384 shares; 2025Q4: 132,058 shares 132,058 $7.86M 5.15% -326 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,275 shares; 2025Q1: 21,071 shares; 2025Q2: 21,953 shares; 2025Q3: 21,975 shares; 2025Q4: 22,643 shares 22,643 $7.59M 4.97% +668 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 127,552 shares; 2025Q1: 152,416 shares; 2025Q2: 191,228 shares; 2025Q3: 204,287 shares; 2025Q4: 214,377 shares 214,377 $7.09M 4.64% +10,090 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,963 shares; 2025Q1: 42,425 shares; 2025Q2: 48,743 shares; 2025Q3: 34,252 shares; 2025Q4: 36,580 shares 36,580 $3.67M 2.4% +2,328 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,474 shares; 2025Q3: 44,487 shares; 2025Q4: 43,784 shares 43,784 $3.3M 2.16% -703 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,117 shares; 2025Q1: 24,519 shares; 2025Q2: 19,795 shares; 2025Q3: 53,640 shares; 2025Q4: 58,657 shares 58,657 $2.83M 1.85% +5,017 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,228 shares; 2025Q1: 25,228 shares; 2025Q2: 25,252 shares; 2025Q3: 25,252 shares; 2025Q4: 25,252 shares 25,252 $2.78M 1.82% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,200 shares; 2025Q1: 3,600 shares; 2025Q2: 3,503 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares 3,125 $2.07M 1.35% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,152 shares; 2025Q1: 7,372 shares; 2025Q2: 7,343 shares; 2025Q3: 6,858 shares; 2025Q4: 7,235 shares 7,235 $1.35M 0.88% +377 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $1.3M 0.85% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,299 shares; 2025Q1: 15,299 shares; 2025Q2: 14,063 shares; 2025Q3: 13,706 shares; 2025Q4: 13,896 shares 13,896 $1.3M 0.85% +190 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,120 shares; 2025Q1: 37,814 shares; 2025Q2: 30,584 shares; 2025Q3: 30,819 shares; 2025Q4: 31,408 shares 31,408 $1.2M 0.78% +589 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,529 shares; 2025Q3: 12,159 shares; 2025Q4: 13,649 shares 13,649 $1M 0.66% +1,490 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,955 shares; 2025Q1: 18,692 shares; 2025Q2: 13,205 shares; 2025Q3: 11,274 shares; 2025Q4: 10,391 shares 10,391 $959K 0.63% -883 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,520 shares; 2025Q4: 18,505 shares 18,505 $927K 0.61% +4,985 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,328 shares; 2025Q2: 7,874 shares; 2025Q3: 8,372 shares; 2025Q4: 7,743 shares 7,743 $863K 0.56% -629 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,244 shares; 2025Q1: 22,687 shares; 2025Q2: 23,901 shares; 2025Q3: 23,901 shares; 2025Q4: 23,901 shares 23,901 $782K 0.51% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,461 shares; 2025Q2: 10,461 shares; 2025Q3: 9,723 shares; 2025Q4: 10,154 shares 10,154 $782K 0.51% +431 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,051 shares; 2025Q1: 14,050 shares; 2025Q2: 11,862 shares; 2025Q3: 11,861 shares; 2025Q4: 11,861 shares 11,861 $726K 0.48% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 884 shares; 2025Q1: 988 shares; 2025Q2: 1,194 shares; 2025Q3: 5,921 shares; 2025Q4: 2,159 shares 2,159 $587K 0.38% -3,762 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,292 shares 11,292 $561K 0.37% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,761 shares; 2025Q1: 1,295 shares; 2025Q2: 1,152 shares; 2025Q3: 977 shares; 2025Q4: 1,157 shares 1,157 $560K 0.37% +180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,068 shares; 2025Q2: 2,401 shares; 2025Q3: 4,003 shares; 2025Q4: 1,922 shares 1,922 $548K 0.36% -2,081 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,820 shares; 2025Q1: 23,570 shares; 2025Q2: 24,253 shares; 2025Q3: 25,153 shares; 2025Q4: 25,153 shares 25,153 $505K 0.33% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,789 shares; 2025Q3: 6,807 shares; 2025Q4: 7,524 shares 7,524 $470K 0.31% +717 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,304 shares; 2025Q3: 2,082 shares; 2025Q4: 1,925 shares 1,925 $375K 0.25% -157 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,265 shares; 2025Q4: 1,110 shares 1,110 $347K 0.23% -1,155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,624 shares; 2025Q1: 13,141 shares; 2025Q2: 13,100 shares; 2025Q3: 12,251 shares; 2025Q4: 12,221 shares 12,221 $298K 0.19% -30 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 578 shares; 2025Q4: 635 shares 635 $286K 0.19% +57 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,686 shares; 2025Q1: 1,687 shares; 2025Q2: 1,953 shares; 2025Q3: 1,902 shares; 2025Q4: 1,878 shares 1,878 $279K 0.18% -24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,440 shares; 2025Q1: 10,035 shares; 2025Q2: 6,932 shares; 2025Q3: 7,108 shares; 2025Q4: 7,605 shares 7,605 $248K 0.16% +497 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,040 shares 1,040 $240K 0.16% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 621 shares 621 $215K 0.14% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 580 shares; 2025Q1: 584 shares; 2025Q2: 588 shares; 2025Q3: 591 shares; 2025Q4: 621 shares 621 $214K 0.14% +30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,208 shares 4,208 $210K 0.14% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,098 shares 9,098 $204K 0.13% new Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,247 shares 4,247 $204K 0.13% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,405 shares 6,405 $203K 0.13% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,180 shares; 2025Q3: 53,180 shares; 2025Q4: 32,434 shares 32,434 $63.9K 0.04% -20,746 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,904 shares; 2025Q1: 11,904 shares; 2025Q2: 11,904 shares; 2025Q3: 20,994 shares; 2025Q4: 20,994 shares 20,994 $22.9K 0.01% 0 Timeline DAIC CID HOLDCO INC More: the full row for CID HOLDCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,760 shares; 2025Q4: 22,822 shares 22,822 $10.2K 0.01% +12,062 Timeline