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: 1,813,287 shares; 2024Q4: 1,835,800 shares; 2025Q1: 1,851,722 shares; 2025Q2: 1,832,574 shares; 2025Q3: 1,787,365 shares; 2025Q4: 1,759,444 shares; 2026Q1: 1,761,273 shares; 2026Q2: 1,745,668 shares 1,745,668 $94.3M 25.8% -15,605 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: 1,002,001 shares; 2024Q4: 986,639 shares; 2025Q1: 977,600 shares; 2025Q2: 976,037 shares; 2025Q3: 931,572 shares; 2025Q4: 925,776 shares; 2026Q1: 920,291 shares; 2026Q2: 917,911 shares 917,911 $64.2M 17.55% -2,380 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: 1,102,003 shares; 2024Q4: 1,087,191 shares; 2025Q1: 1,075,463 shares; 2025Q2: 1,055,864 shares; 2025Q3: 986,089 shares; 2025Q4: 971,148 shares; 2026Q1: 964,366 shares; 2026Q2: 951,799 shares 951,799 $52.4M 14.32% -12,567 Timeline AVUV 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: 340,562 shares; 2024Q4: 357,418 shares; 2025Q1: 350,657 shares; 2025Q2: 371,111 shares; 2025Q3: 374,680 shares; 2025Q4: 389,787 shares; 2026Q1: 413,588 shares; 2026Q2: 411,350 shares 411,350 $51.3M 14.04% -2,238 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: 753,055 shares; 2024Q4: 801,741 shares; 2025Q1: 826,087 shares; 2025Q2: 839,232 shares; 2025Q3: 871,764 shares; 2025Q4: 915,237 shares; 2026Q1: 944,372 shares; 2026Q2: 935,378 shares 935,378 $37M 10.12% -8,994 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: 110,153 shares; 2024Q4: 109,713 shares; 2025Q1: 111,671 shares; 2025Q2: 170,506 shares; 2025Q3: 168,307 shares; 2025Q4: 167,923 shares; 2026Q1: 164,052 shares; 2026Q2: 155,688 shares 155,688 $15M 4.11% -8,364 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: 38,081 shares; 2024Q4: 31,402 shares; 2025Q1: 30,659 shares; 2025Q2: 29,016 shares; 2025Q3: 28,934 shares; 2025Q4: 28,895 shares; 2026Q1: 134,127 shares; 2026Q2: 134,100 shares 134,100 $11M 3.01% -27 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,111 shares; 2024Q4: 23,003 shares; 2025Q1: 25,907 shares; 2025Q2: 27,910 shares; 2025Q3: 27,264 shares; 2025Q4: 27,055 shares; 2026Q1: 26,825 shares; 2026Q2: 25,574 shares 25,574 $10.1M 2.76% -1,251 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: 17,719 shares; 2024Q4: 16,136 shares; 2025Q1: 77,810 shares; 2025Q2: 106,750 shares; 2025Q3: 102,594 shares; 2025Q4: 105,175 shares; 2026Q1: 104,353 shares; 2026Q2: 99,124 shares 99,124 $3.85M 1.05% -5,229 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: 4,142 shares; 2024Q4: 4,210 shares; 2025Q1: 4,189 shares; 2025Q2: 4,189 shares; 2025Q3: 4,178 shares; 2025Q4: 4,185 shares; 2026Q1: 4,169 shares; 2026Q2: 4,180 shares 4,180 $3.13M 0.86% +11 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: 2,511 shares; 2024Q4: 2,511 shares; 2025Q1: 2,511 shares; 2025Q2: 1,244 shares; 2025Q3: 3,834 shares; 2025Q4: 3,832 shares; 2026Q1: 3,819 shares; 2026Q2: 3,853 shares 3,853 $2.89M 0.79% +34 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,772 shares; 2025Q3: 28,616 shares; 2025Q4: 28,413 shares; 2026Q1: 28,220 shares; 2026Q2: 27,847 shares 27,847 $2.54M 0.69% -373 Timeline VCEB 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: 25,519 shares; 2024Q4: 27,735 shares; 2025Q1: 34,388 shares; 2025Q2: 34,746 shares; 2025Q3: 35,582 shares; 2025Q4: 37,032 shares; 2026Q1: 37,176 shares; 2026Q2: 36,850 shares 36,850 $2.31M 0.63% -326 Timeline VUG 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: 1,703 shares; 2024Q4: 2,234 shares; 2025Q1: 1,507 shares; 2025Q2: 1,525 shares; 2025Q3: 3,272 shares; 2025Q4: 3,272 shares; 2026Q1: 3,118 shares; 2026Q2: 18,708 shares 18,708 $1.61M 0.44% +15,590 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: 1,107 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,283 shares; 2025Q4: 3,283 shares; 2026Q1: 3,283 shares; 2026Q2: 3,309 shares 3,309 $1.22M 0.33% +26 Timeline MUNI 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: 18,055 shares; 2024Q4: 19,735 shares; 2025Q1: 19,612 shares; 2025Q2: 19,612 shares; 2025Q3: 19,922 shares; 2025Q4: 19,922 shares; 2026Q1: 19,922 shares; 2026Q2: 19,922 shares 19,922 $1.05M 0.29% 0 Timeline VGIT 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 reported; 2024Q4: not reported; 2025Q1: 13,850 shares; 2025Q2: 17,290 shares; 2025Q3: 17,427 shares; 2025Q4: 17,500 shares; 2026Q1: 17,566 shares; 2026Q2: 17,690 shares 17,690 $1.04M 0.29% +124 Timeline AVSD 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: 9,738 shares; 2024Q4: 12,212 shares; 2025Q1: 12,697 shares; 2025Q2: 12,699 shares; 2025Q3: 12,478 shares; 2025Q4: 12,491 shares; 2026Q1: 12,269 shares; 2026Q2: 12,272 shares 12,272 $980K 0.27% +3 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: 7,934 shares; 2024Q4: 7,592 shares; 2025Q1: 7,513 shares; 2025Q2: 4,019 shares; 2025Q3: 4,010 shares; 2025Q4: 4,010 shares; 2026Q1: 4,010 shares; 2026Q2: 4,010 shares 4,010 $874K 0.24% 0 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: 1,402 shares; 2024Q4: 2,811 shares; 2025Q1: 1,402 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,796 shares; 2026Q2: 2,935 shares 2,935 $694K 0.19% -4,861 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,027 shares; 2024Q4: 6,880 shares; 2025Q1: 6,880 shares; 2025Q2: 6,880 shares; 2025Q3: 7,157 shares; 2025Q4: 7,128 shares; 2026Q1: 7,128 shares; 2026Q2: 7,128 shares 7,128 $687K 0.19% 0 Timeline VB 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: 2,855 shares; 2024Q4: 2,846 shares; 2025Q1: 2,750 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,009 shares; 2026Q1: 2,007 shares; 2026Q2: 2,057 shares 2,057 $624K 0.17% +50 Timeline AVSE 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: 5,123 shares; 2024Q4: 5,125 shares; 2025Q1: 5,140 shares; 2025Q2: 7,009 shares; 2025Q3: 7,009 shares; 2025Q4: 7,011 shares; 2026Q1: 6,791 shares; 2026Q2: 6,755 shares 6,755 $553K 0.15% -36 Timeline ISRA 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: 8,220 shares; 2024Q4: 8,220 shares; 2025Q1: 8,220 shares; 2025Q2: 8,220 shares; 2025Q3: 8,220 shares; 2025Q4: 8,220 shares; 2026Q1: 8,220 shares; 2026Q2: 8,220 shares 8,220 $533K 0.15% 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: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 3,482 shares; 2026Q2: 3,482 shares 3,482 $516K 0.14% 0 Timeline SCHD 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: 3,585 shares; 2024Q4: 10,755 shares; 2025Q1: 8,835 shares; 2025Q2: 8,835 shares; 2025Q3: 8,835 shares; 2025Q4: 16,496 shares; 2026Q1: 15,867 shares; 2026Q2: 16,018 shares 16,018 $508K 0.14% +151 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 873 shares; 2025Q4: 855 shares; 2026Q1: 1,588 shares; 2026Q2: 1,670 shares 1,670 $502K 0.14% +82 Timeline AVSU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,785 shares; 2025Q3: 4,785 shares; 2025Q4: 4,786 shares; 2026Q1: 4,839 shares; 2026Q2: 4,840 shares 4,840 $428K 0.12% +1 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 reported; 2024Q4: 710 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 432 shares; 2025Q4: 892 shares; 2026Q1: 427 shares; 2026Q2: 616 shares 616 $423K 0.12% +189 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,664 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares; 2026Q2: 1,678 shares 1,678 $407K 0.11% 0 Timeline VBR 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: 1,899 shares; 2024Q4: 2,235 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,390 shares; 2026Q2: 1,582 shares 1,582 $384K 0.11% +192 Timeline GCTS GCT SEMICONDUCTOR HLDG INC More: the full row for GCT SEMICONDUCTOR HLDG 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: 125,640 shares; 2025Q4: 125,640 shares; 2026Q1: 125,640 shares; 2026Q2: 125,640 shares 125,640 $373K 0.1% 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 reported; 2024Q4: 10,764 shares; 2025Q1: 10,764 shares; 2025Q2: 10,764 shares; 2025Q3: 10,764 shares; 2025Q4: 10,764 shares; 2026Q1: 19,280 shares; 2026Q2: 11,745 shares 11,745 $340K 0.09% -7,535 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,299 shares; 2024Q4: 5,299 shares; 2025Q1: 5,067 shares; 2025Q2: 5,067 shares; 2025Q3: 5,067 shares; 2025Q4: 5,067 shares; 2026Q1: 5,067 shares; 2026Q2: 5,067 shares 5,067 $302K 0.08% 0 Timeline SLYV 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: 2,438 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares; 2025Q4: 2,644 shares; 2026Q1: 2,644 shares; 2026Q2: 2,644 shares 2,644 $288K 0.08% 0 Timeline VO 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: 897 shares; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 897 shares; 2026Q1: 878 shares; 2026Q2: 3,512 shares 3,512 $283K 0.08% +2,634 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,693 shares; 2024Q4: 4,595 shares; 2025Q1: 3,665 shares; 2025Q2: 3,665 shares; 2025Q3: 3,665 shares; 2025Q4: 3,665 shares; 2026Q1: 3,665 shares; 2026Q2: 3,665 shares 3,665 $281K 0.08% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 373 shares; 2026Q2: 373 shares 373 $263K 0.07% 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: 3,271 shares; 2024Q4: 3,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,084 shares; 2025Q4: 3,084 shares; 2026Q1: 2,962 shares; 2026Q2: 2,962 shares 2,962 $228K 0.06% 0 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: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 2,583 shares; 2026Q2: 1,308 shares 1,308 $215K 0.06% -1,275 Timeline