IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares; 2026Q2: 1,203 shares; 2026Q3: 542,460 shares 542,460 $24.2M 19.66% +541,257 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; 2024Q4: 805,473 shares; 2025Q1: 805,473 shares; 2025Q2: 401,502 shares; 2025Q3: 401,502 shares; 2025Q4: 738,437 shares; 2026Q1: 711,057 shares; 2026Q2: 699,586 shares; 2026Q3: 542,460 shares 542,460 $24.2M 19.66% -157,126 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; 2024Q4: 625,980 shares; 2025Q1: 625,980 shares; 2025Q2: 394,556 shares; 2025Q3: 394,556 shares; 2025Q4: 795,905 shares; 2026Q1: 740,511 shares; 2026Q2: 764,422 shares; 2026Q3: 629,149 shares 629,149 $23.4M 19.03% -135,273 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280,676 shares; 2025Q1: 280,676 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458,208 shares; 2026Q1: 409,693 shares; 2026Q2: 511,749 shares; 2026Q3: 360,398 shares 360,398 $16.7M 13.59% -151,351 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,915 shares; 2025Q1: 41,915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,435 shares; 2026Q1: 139,231 shares; 2026Q2: 214,072 shares; 2026Q3: 191,613 shares 191,613 $9.67M 7.85% -22,459 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111,097 shares; 2026Q3: 64,984 shares 64,984 $3.6M 2.92% -46,113 Timeline MCVT MILLER INVT TR More: the full row for MILLER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 129,580 shares 129,580 $3.55M 2.88% new 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; 2024Q4: 4,528 shares; 2025Q1: 4,528 shares; 2025Q2: 6,186 shares; 2025Q3: 6,186 shares; 2025Q4: not reported; 2026Q1: 5,581 shares; 2026Q2: 5,581 shares; 2026Q3: 12,021 shares 12,021 $2.83M 2.29% +6,440 Timeline DCOR DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 36,988 shares 36,988 $2.06M 1.67% new 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; 2024Q4: 277,702 shares; 2025Q1: 277,702 shares; 2025Q2: 57,254 shares; 2025Q3: 57,254 shares; 2025Q4: 39,011 shares; 2026Q1: 38,319 shares; 2026Q2: 38,058 shares; 2026Q3: 37,758 shares 37,758 $1.79M 1.45% -300 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; 2024Q4: 3,262 shares; 2025Q1: 3,262 shares; 2025Q2: 3,922 shares; 2025Q3: 3,922 shares; 2025Q4: 4,744 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,710 shares 4,710 $1.77M 1.43% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,215 shares; 2026Q3: 39,538 shares 39,538 $1.64M 1.33% -11,677 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; 2024Q4: 25,692 shares; 2025Q1: 25,692 shares; 2025Q2: 18,051 shares; 2025Q3: 18,051 shares; 2025Q4: not reported; 2026Q1: 60,085 shares; 2026Q2: 43,231 shares; 2026Q3: 46,813 shares 46,813 $1.54M 1.25% +3,582 Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 45,434 shares 45,434 $1.37M 1.11% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,949 shares; 2025Q1: 6,949 shares; 2025Q2: 6,411 shares; 2025Q3: 6,411 shares; 2025Q4: not reported; 2026Q1: 5,862 shares; 2026Q2: 5,753 shares; 2026Q3: 5,642 shares 5,642 $1.24M 1.01% -111 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,453 shares; 2026Q1: 108,453 shares; 2026Q2: 86,462 shares; 2026Q3: 75,483 shares 75,483 $1.24M 1.01% -10,979 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,361 shares; 2026Q1: 64,856 shares; 2026Q2: 30,907 shares; 2026Q3: 21,636 shares 21,636 $875K 0.71% -9,271 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,561 shares 14,561 $505K 0.41% new DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,024 shares; 2025Q1: 4,024 shares; 2025Q2: 4,024 shares; 2025Q3: 4,024 shares; 2025Q4: 4,253 shares; 2026Q1: 3,744 shares; 2026Q2: 3,501 shares; 2026Q3: 3,501 shares 3,501 $342K 0.28% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,097 shares; 2025Q1: 3,097 shares; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares; 2025Q4: 2,890 shares; 2026Q1: 2,793 shares; 2026Q2: 2,219 shares; 2026Q3: 2,219 shares 2,219 $301K 0.24% 0 Timeline VGUS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,347 shares 5,347 $265K 0.22% new Timeline