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; 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; 2025Q4: 1,759,444 shares; 2026Q1: 1,761,273 shares 1,761,273 $93M 27.63% +1,829 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: 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 920,291 $57.5M 17.08% -5,485 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; 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; 2025Q4: 971,148 shares; 2026Q1: 964,366 shares 964,366 $46.7M 13.89% -6,782 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; 2024Q2: restricted; 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 413,588 $45.7M 13.58% +23,801 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; 2024Q2: restricted; 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 944,372 $33.7M 10.02% +29,135 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; 2024Q2: restricted; 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 164,052 $13.2M 3.93% -3,871 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; 2024Q2: restricted; 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 134,127 $9.51M 2.83% +105,232 Timeline IWO 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: 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 26,825 $8.42M 2.5% -230 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: 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 104,353 $3.66M 1.09% -822 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: 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 4,169 $2.72M 0.81% -16 Timeline IVV 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: 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 3,819 $2.49M 0.74% -13 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; 2024Q2: restricted; 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 37,176 $2.34M 0.69% +144 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; 2024Q2: restricted; 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 28,220 $2.27M 0.68% -193 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; 2024Q2: restricted; 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 7,796 $1.68M 0.5% new 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; 2024Q2: restricted; 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 3,118 $1.36M 0.4% -154 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 reported; 2024Q4: 1,107 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,283 shares; 2025Q4: 3,283 shares; 2026Q1: 3,283 shares 3,283 $1.05M 0.31% 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; 2024Q2: restricted; 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 17,566 $1.05M 0.31% +66 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; 2024Q2: restricted; 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 19,922 $1.04M 0.31% 0 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; 2024Q2: restricted; 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 12,269 $904K 0.27% -222 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; 2024Q2: restricted; 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 4,010 $787K 0.23% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,128 $637K 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; 2024Q2: restricted; 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 2,007 $526K 0.16% -2 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; 2024Q2: restricted; 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 8,220 $497K 0.15% 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; 2024Q2: restricted; 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 15,867 $487K 0.14% -629 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; 2024Q2: restricted; 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 19,280 $484K 0.14% +8,516 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; 2024Q2: restricted; 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 6,791 $452K 0.13% -220 Timeline IJR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 3,482 shares 3,482 $433K 0.13% -25 Timeline IWM 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: 925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 873 shares; 2025Q4: 855 shares; 2026Q1: 1,588 shares 1,588 $394K 0.12% +733 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: 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 2,583 $368K 0.11% -547 Timeline IWD 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: 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 1,678 $359K 0.11% 0 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; 2024Q2: restricted; 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 4,839 $358K 0.11% +53 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; 2024Q2: restricted; 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 1,390 $302K 0.09% -190 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; 2024Q2: restricted; 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 5,067 $274K 0.08% 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; 2024Q2: restricted; 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 3,665 $272K 0.08% 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; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,220 shares; 2025Q1: 867 shares; 2025Q2: 824 shares; 2025Q3: 749 shares; 2025Q4: 624 shares; 2026Q1: 603 shares 603 $259K 0.08% -21 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 710 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 432 shares; 2025Q4: 892 shares; 2026Q1: 427 shares 427 $255K 0.08% -465 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; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 897 shares; 2026Q1: 878 shares 878 $252K 0.07% -19 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; 2024Q2: restricted; 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 2,644 $250K 0.07% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 373 shares 373 $231K 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; 2024Q2: restricted; 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 2,962 $200K 0.06% -122 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,640 shares; 2025Q4: 125,640 shares; 2026Q1: 125,640 shares 125,640 $143K 0.04% 0 Timeline