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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 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 1,787,365 $82.4M 27.84% -45,209 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,001 shares; 2024Q4: 986,639 shares; 2025Q1: 977,600 shares; 2025Q2: 976,037 shares; 2025Q3: 931,572 shares 931,572 $54.2M 18.31% -44,465 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102,003 shares; 2024Q4: 1,087,191 shares; 2025Q1: 1,075,463 shares; 2025Q2: 1,055,864 shares; 2025Q3: 986,089 shares 986,089 $44.1M 14.88% -69,775 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,562 shares; 2024Q4: 357,418 shares; 2025Q1: 350,657 shares; 2025Q2: 371,111 shares; 2025Q3: 374,680 shares 374,680 $37.3M 12.59% +3,569 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,055 shares; 2024Q4: 801,741 shares; 2025Q1: 826,087 shares; 2025Q2: 839,232 shares; 2025Q3: 871,764 shares 871,764 $28.7M 9.69% +32,532 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,153 shares; 2024Q4: 109,713 shares; 2025Q1: 111,671 shares; 2025Q2: 170,506 shares; 2025Q3: 168,307 shares 168,307 $12.6M 4.27% -2,199 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,111 shares; 2024Q4: 23,003 shares; 2025Q1: 25,907 shares; 2025Q2: 27,910 shares; 2025Q3: 27,264 shares 27,264 $8.73M 2.95% -646 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,719 shares; 2024Q4: 16,136 shares; 2025Q1: 77,810 shares; 2025Q2: 106,750 shares; 2025Q3: 102,594 shares 102,594 $3.27M 1.1% -4,156 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 4,210 shares; 2025Q1: 4,189 shares; 2025Q2: 4,189 shares; 2025Q3: 4,178 shares 4,178 $2.79M 0.94% -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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,511 shares; 2025Q1: 2,511 shares; 2025Q2: 1,244 shares; 2025Q3: 3,834 shares 3,834 $2.57M 0.87% +2,590 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,519 shares; 2024Q4: 27,735 shares; 2025Q1: 34,388 shares; 2025Q2: 34,746 shares; 2025Q3: 35,582 shares 35,582 $2.28M 0.77% +836 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,081 shares; 2024Q4: 31,402 shares; 2025Q1: 30,659 shares; 2025Q2: 29,016 shares; 2025Q3: 28,934 shares 28,934 $2.1M 0.71% -82 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,772 shares; 2025Q3: 28,616 shares 28,616 $2.07M 0.7% -156 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 2,234 shares; 2025Q1: 1,507 shares; 2025Q2: 1,525 shares; 2025Q3: 3,272 shares 3,272 $1.57M 0.53% +1,747 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,107 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,283 shares 3,283 $1.08M 0.36% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,850 shares; 2025Q2: 17,290 shares; 2025Q3: 17,427 shares 17,427 $1.05M 0.35% +137 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,055 shares; 2024Q4: 19,735 shares; 2025Q1: 19,612 shares; 2025Q2: 19,612 shares; 2025Q3: 19,922 shares 19,922 $1.04M 0.35% +310 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,738 shares; 2024Q4: 12,212 shares; 2025Q1: 12,697 shares; 2025Q2: 12,699 shares; 2025Q3: 12,478 shares 12,478 $893K 0.3% -221 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 7,592 shares; 2025Q1: 7,513 shares; 2025Q2: 4,019 shares; 2025Q3: 4,010 shares 4,010 $752K 0.25% -9 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,027 shares; 2024Q4: 6,880 shares; 2025Q1: 6,880 shares; 2025Q2: 6,880 shares; 2025Q3: 7,157 shares 7,157 $623K 0.21% +277 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,846 shares; 2025Q1: 2,750 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares 2,020 $515K 0.17% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 3,130 shares 3,130 $456K 0.15% +550 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,220 shares; 2025Q1: 8,220 shares; 2025Q2: 8,220 shares; 2025Q3: 8,220 shares 8,220 $449K 0.15% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,125 shares; 2025Q1: 5,140 shares; 2025Q2: 7,009 shares; 2025Q3: 7,009 shares 7,009 $446K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,507 shares 3,507 $417K 0.14% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,785 shares; 2025Q3: 4,785 shares 4,785 $352K 0.12% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,664 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares 1,678 $342K 0.12% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 2,235 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares 1,580 $331K 0.11% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,764 shares; 2025Q1: 10,764 shares; 2025Q2: 10,764 shares; 2025Q3: 10,764 shares 10,764 $277K 0.09% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 5,299 shares; 2025Q1: 5,067 shares; 2025Q2: 5,067 shares; 2025Q3: 5,067 shares 5,067 $275K 0.09% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,220 shares; 2025Q1: 867 shares; 2025Q2: 824 shares; 2025Q3: 749 shares 749 $266K 0.09% -75 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 710 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 432 shares 432 $265K 0.09% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 897 shares 897 $264K 0.09% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,595 shares; 2025Q1: 3,665 shares; 2025Q2: 3,665 shares; 2025Q3: 3,665 shares 3,665 $249K 0.08% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 10,755 shares; 2025Q1: 8,835 shares; 2025Q2: 8,835 shares; 2025Q3: 8,835 shares 8,835 $241K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares 2,644 $234K 0.08% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 873 shares 873 $211K 0.07% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: 3,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,084 shares 3,084 $201K 0.07% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,640 shares 125,640 $191K 0.06% new Timeline