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; 2024Q3: 1,520,407 shares; 2024Q4: 1,549,975 shares; 2025Q1: 1,555,655 shares; 2025Q2: 1,657,619 shares; 2025Q3: 1,642,803 shares; 2025Q4: 1,589,713 shares; 2026Q1: 1,621,272 shares; 2026Q2: 1,596,426 shares 1,596,426 $58.8M 20.19% -24,846 Timeline 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; 2024Q3: 1,000,470 shares; 2024Q4: 1,015,311 shares; 2025Q1: 987,498 shares; 2025Q2: 1,021,231 shares; 2025Q3: 1,017,104 shares; 2025Q4: 955,750 shares; 2026Q1: 982,700 shares; 2026Q2: 973,802 shares 973,802 $43.2M 14.83% -8,898 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: 96,621 shares; 2024Q4: 96,214 shares; 2025Q1: 86,727 shares; 2025Q2: 86,489 shares; 2025Q3: 85,417 shares; 2025Q4: 85,063 shares; 2026Q1: 84,706 shares; 2026Q2: 84,658 shares 84,658 $31.3M 10.75% -48 Timeline AVUS 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: 223,939 shares; 2024Q4: 226,037 shares; 2025Q1: 219,789 shares; 2025Q2: 219,521 shares; 2025Q3: 216,171 shares; 2025Q4: 206,191 shares; 2026Q1: 205,746 shares; 2026Q2: 205,672 shares 205,672 $26.3M 9.04% -74 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,985 shares; 2024Q4: 169,834 shares; 2025Q1: 170,747 shares; 2025Q2: 173,003 shares; 2025Q3: 202,457 shares; 2025Q4: 248,149 shares; 2026Q1: 268,082 shares; 2026Q2: 287,328 shares 287,328 $22.4M 7.68% +19,246 Timeline AVDE 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: 254,560 shares; 2024Q4: 259,635 shares; 2025Q1: 261,669 shares; 2025Q2: 265,169 shares; 2025Q3: 257,108 shares; 2025Q4: 251,711 shares; 2026Q1: 247,991 shares; 2026Q2: 250,006 shares 250,006 $22.3M 7.66% +2,015 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,007 shares; 2024Q4: 126,356 shares; 2025Q1: 130,937 shares; 2025Q2: 141,397 shares; 2025Q3: 147,412 shares; 2025Q4: 178,888 shares; 2026Q1: 195,870 shares; 2026Q2: 202,849 shares 202,849 $14.9M 5.11% +6,979 Timeline EBI RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,933 shares; 2025Q2: 167,622 shares; 2025Q3: 167,622 shares; 2025Q4: 167,622 shares; 2026Q1: 167,622 shares; 2026Q2: 167,405 shares 167,405 $10.9M 3.73% -217 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,314 shares; 2024Q4: 146,938 shares; 2025Q1: 121,627 shares; 2025Q2: 121,779 shares; 2025Q3: 118,012 shares; 2025Q4: 117,757 shares; 2026Q1: 116,280 shares; 2026Q2: 115,259 shares 115,259 $9.85M 3.38% -1,021 Timeline VCSH 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: 70,007 shares; 2024Q4: 71,623 shares; 2025Q1: 74,819 shares; 2025Q2: 74,226 shares; 2025Q3: 83,457 shares; 2025Q4: 96,651 shares; 2026Q1: 102,705 shares; 2026Q2: 121,094 shares 121,094 $9.57M 3.29% +18,389 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: 77,432 shares; 2024Q4: 79,851 shares; 2025Q1: 81,528 shares; 2025Q2: 82,997 shares; 2025Q3: 81,294 shares; 2025Q4: 80,844 shares; 2026Q1: 80,103 shares; 2026Q2: 80,537 shares 80,537 $7.77M 2.67% +434 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,735 shares; 2026Q2: 20,735 shares 20,735 $4.94M 1.7% 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; 2024Q3: 33,954 shares; 2024Q4: 33,572 shares; 2025Q1: 33,575 shares; 2025Q2: 33,411 shares; 2025Q3: 33,346 shares; 2025Q4: 33,219 shares; 2026Q1: 31,909 shares; 2026Q2: 31,912 shares 31,912 $2.82M 0.97% +3 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: 1,114 shares; 2024Q4: 1,229 shares; 2025Q1: 5,755 shares; 2025Q2: 5,755 shares; 2025Q3: 5,756 shares; 2025Q4: 5,757 shares; 2026Q1: 3,058 shares; 2026Q2: 3,058 shares 3,058 $2.1M 0.72% 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; 2024Q3: 26,495 shares; 2024Q4: 26,219 shares; 2025Q1: 26,219 shares; 2025Q2: 26,228 shares; 2025Q3: 26,046 shares; 2025Q4: 26,061 shares; 2026Q1: 24,945 shares; 2026Q2: 24,959 shares 24,959 $1.99M 0.68% +14 Timeline DFSU 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: 60,643 shares; 2024Q4: 55,993 shares; 2025Q1: 56,193 shares; 2025Q2: 55,999 shares; 2025Q3: 51,008 shares; 2025Q4: 51,011 shares; 2026Q1: 39,031 shares; 2026Q2: 38,980 shares 38,980 $1.82M 0.62% -51 Timeline DFSI 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: 53,098 shares; 2024Q4: 49,944 shares; 2025Q1: 50,130 shares; 2025Q2: 50,684 shares; 2025Q3: 47,971 shares; 2025Q4: 47,954 shares; 2026Q1: 38,934 shares; 2026Q2: 39,093 shares 39,093 $1.76M 0.61% +159 Timeline VT 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: 10,281 shares; 2024Q4: 10,223 shares; 2025Q1: 10,311 shares; 2025Q2: 10,314 shares; 2025Q3: 10,315 shares; 2025Q4: 10,372 shares; 2026Q1: 10,427 shares; 2026Q2: 10,454 shares 10,454 $1.64M 0.56% +27 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,598 shares; 2025Q3: 11,613 shares; 2025Q4: 11,975 shares; 2026Q1: 16,486 shares; 2026Q2: 17,329 shares 17,329 $1.34M 0.46% +843 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,126 shares; 2024Q4: 26,126 shares; 2025Q1: 25,715 shares; 2025Q2: 25,882 shares; 2025Q3: 25,882 shares; 2025Q4: 25,882 shares; 2026Q1: 25,882 shares; 2026Q2: 25,882 shares 25,882 $1.25M 0.43% 0 Timeline SCHX 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: 11,376 shares; 2024Q4: 34,128 shares; 2025Q1: 34,128 shares; 2025Q2: 34,128 shares; 2025Q3: 34,128 shares; 2025Q4: 34,128 shares; 2026Q1: 34,128 shares; 2026Q2: 34,128 shares 34,128 $1M 0.34% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares; 2026Q1: 2,642 shares; 2026Q2: 2,643 shares 2,643 $986K 0.34% +1 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,865 shares; 2024Q4: 6,865 shares; 2025Q1: 4,192 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares; 2025Q4: 4,144 shares; 2026Q1: 2,708 shares; 2026Q2: 2,708 shares 2,708 $784K 0.27% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 3,526 shares; 2026Q2: 3,529 shares 3,529 $706K 0.24% +3 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: 9,054 shares; 2024Q4: 8,964 shares; 2025Q1: 8,964 shares; 2025Q2: 8,970 shares; 2025Q3: 8,923 shares; 2025Q4: 8,932 shares; 2026Q1: 8,550 shares; 2026Q2: 8,552 shares 8,552 $700K 0.24% +2 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,033 shares; 2025Q3: 3,836 shares; 2025Q4: 2,565 shares; 2026Q1: 3,683 shares; 2026Q2: 2,388 shares 2,388 $659K 0.23% -1,295 Timeline PEP PEPSICO INC More: the full row for PEPSICO 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: not reported; 2025Q4: 5,500 shares; 2026Q1: 4,820 shares; 2026Q2: 4,820 shares 4,820 $653K 0.22% 0 Timeline DFSE 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: 17,066 shares; 2024Q4: 16,123 shares; 2025Q1: 16,178 shares; 2025Q2: 16,284 shares; 2025Q3: 15,668 shares; 2025Q4: 15,709 shares; 2026Q1: 12,871 shares; 2026Q2: 12,889 shares 12,889 $630K 0.22% +18 Timeline SCHA 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: 8,708 shares; 2024Q4: 17,416 shares; 2025Q1: 17,416 shares; 2025Q2: 17,416 shares; 2025Q3: 17,416 shares; 2025Q4: 17,416 shares; 2026Q1: 17,416 shares; 2026Q2: 17,416 shares 17,416 $629K 0.22% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,715 shares; 2026Q2: 8,715 shares 8,715 $621K 0.21% 0 Timeline VTWO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,071 shares; 2026Q2: 5,071 shares 5,071 $616K 0.21% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 826 shares; 2026Q1: 1,115 shares; 2026Q2: 1,115 shares 1,115 $558K 0.19% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,126 shares; 2024Q4: 8,186 shares; 2025Q1: 8,202 shares; 2025Q2: 8,227 shares; 2025Q3: 7,762 shares; 2025Q4: 7,792 shares; 2026Q1: 9,987 shares; 2026Q2: 10,409 shares 10,409 $526K 0.18% +422 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: not reported; 2026Q2: 9,841 shares 9,841 $514K 0.18% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,118 shares; 2025Q1: 3,138 shares; 2025Q2: 3,159 shares; 2025Q3: 3,178 shares; 2025Q4: 3,199 shares; 2026Q1: 3,218 shares; 2026Q2: 3,238 shares 3,238 $512K 0.18% +20 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,185 shares; 2025Q1: 5,185 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares; 2026Q1: 4,245 shares; 2026Q2: 4,245 shares 4,245 $495K 0.17% 0 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: not reported; 2024Q4: 3,064 shares; 2025Q1: 3,242 shares; 2025Q2: 3,472 shares; 2025Q3: 3,487 shares; 2025Q4: 3,509 shares; 2026Q1: 3,913 shares; 2026Q2: 3,929 shares 3,929 $490K 0.17% +16 Timeline GOOG ALPHABET INC More: the full row for ALPHABET 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: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,360 shares; 2026Q2: 1,360 shares 1,360 $481K 0.16% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET 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: not reported; 2025Q4: 960 shares; 2026Q1: 1,180 shares; 2026Q2: 1,180 shares 1,180 $422K 0.14% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 2,325 shares; 2026Q1: 2,329 shares; 2026Q2: 2,329 shares 2,329 $342K 0.12% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS 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: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $320K 0.11% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,636 shares; 2024Q4: 3,661 shares; 2025Q1: 3,673 shares; 2025Q2: 3,496 shares; 2025Q3: 3,279 shares; 2025Q4: 3,279 shares; 2026Q1: 2,984 shares; 2026Q2: 2,984 shares 2,984 $302K 0.1% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES 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: not reported; 2025Q4: not reported; 2026Q1: 2,875 shares; 2026Q2: 2,875 shares 2,875 $238K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 733 shares; 2026Q2: 2,932 shares 2,932 $236K 0.08% +2,199 Timeline AVDV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,184 shares; 2026Q2: 2,211 shares 2,211 $228K 0.08% +27 Timeline VONG 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: not reported; 2025Q2: not reported; 2025Q3: 1,769 shares; 2025Q4: 1,771 shares; 2026Q1: not reported; 2026Q2: 1,775 shares 1,775 $227K 0.08% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,454 shares 1,454 $216K 0.07% new Timeline TSLA TESLA INC More: the full row for TESLA 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 484 shares 484 $204K 0.07% new Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,557 shares; 2025Q1: 13,557 shares; 2025Q2: 10,932 shares; 2025Q3: 10,932 shares; 2025Q4: 10,932 shares; 2026Q1: 10,932 shares; 2026Q2: 10,932 shares 10,932 $18.7K 0.01% 0 Timeline