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; 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; 2026Q1: 720,938 shares 720,938 $28M 16.04% +73,522 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; 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; 2026Q1: 525,870 shares 525,870 $18.7M 10.7% +83,894 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; 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; 2026Q1: 315,443 shares 315,443 $18.5M 10.57% +36,491 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; 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; 2026Q1: 442,179 shares 442,179 $16.3M 9.31% +49,463 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; 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; 2026Q1: 349,021 shares 349,021 $14.6M 8.34% +30,526 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; 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; 2026Q1: 403,955 shares 403,955 $14.2M 8.11% +27,604 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 124,244 shares 124,244 $12.5M 7.16% +87,664 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; 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; 2026Q1: 263,589 shares 263,589 $9.11M 5.22% +49,212 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; 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; 2026Q1: 131,820 shares 131,820 $8.23M 4.71% -238 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; 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; 2026Q1: 22,974 shares 22,974 $7.37M 4.22% +331 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; 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; 2026Q1: 73,506 shares 73,506 $3.52M 2.02% +14,849 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; 2024Q2: restricted; 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 43,556 $3.29M 1.89% -228 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,618 shares 21,618 $2.39M 1.37% -3,634 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,367 shares 8,367 $1.46M 0.84% +1,132 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,982 shares 2,982 $1.29M 0.74% -143 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; 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; 2026Q1: 31,843 shares 31,843 $1.24M 0.71% +435 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; 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; 2026Q1: 1,900 shares 1,900 $1.24M 0.71% 0 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; 2024Q2: restricted; 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 14,237 $1.03M 0.59% +588 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,520 shares; 2025Q4: 18,505 shares; 2026Q1: 19,593 shares 19,593 $977K 0.56% +1,088 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; 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; 2026Q1: 10,391 shares 10,391 $974K 0.56% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,681 $955K 0.55% -62 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; 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; 2026Q1: 11,690 shares 11,690 $931K 0.53% -2,206 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; 2024Q2: restricted; 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 2,712 $916K 0.52% +790 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; 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; 2026Q1: 25,069 shares 25,069 $852K 0.49% +1,168 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; 2024Q2: restricted; 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 9,803 $761K 0.44% -351 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; 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; 2026Q1: 11,861 shares 11,861 $601K 0.34% 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; 2024Q2: restricted; 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 2,237 $568K 0.33% +78 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 24,482 shares 24,482 $564K 0.32% -671 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,324 $490K 0.28% +167 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; 2024Q2: restricted; 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 6,930 $444K 0.25% -594 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares 476 $273K 0.16% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,856 shares 1,856 $264K 0.15% -22 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; 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; 2026Q1: 7,766 shares 7,766 $263K 0.15% +161 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,781 shares 1,781 $262K 0.15% -144 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,265 shares; 2025Q4: 1,110 shares; 2026Q1: 910 shares 910 $262K 0.15% -200 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,198 shares 1,198 $250K 0.14% +158 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $245K 0.14% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,113 shares 1,113 $230K 0.13% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 580 shares; 2025Q1: 584 shares; 2025Q2: 588 shares; 2025Q3: 591 shares; 2025Q4: 621 shares; 2026Q1: 668 shares 668 $220K 0.13% +47 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 578 shares; 2025Q4: 635 shares; 2026Q1: 581 shares 581 $216K 0.12% -54 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; 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; 2026Q1: 8,433 shares 8,433 $205K 0.12% -3,788 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; 2024Q2: restricted; 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 32,434 $45.4K 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; 2024Q2: restricted; 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 13,600 $26.9K 0.02% new 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; 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; 2026Q1: 20,994 shares 20,994 $24.1K 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,760 shares; 2025Q4: 22,822 shares; 2026Q1: 22,822 shares 22,822 $3.92K <0.01% 0 Timeline