|
Q3 2025
|
101 |
629,669 |
DFCF, DFSD, DUHP, SPLG
|
13F-HR
|
10/14/2025 |
000176760125000007 |
|
Q2 2025
|
99 |
612,936 |
DFCF, DFSD, DUHP, SPLG
|
13F-HR
|
7/9/2025 |
000176760125000005 |
|
Q1 2025
|
96 |
588,660 |
DFCF, DFSD, DUSB, DUHP
|
13F-HR
|
4/18/2025 |
000176760125000004 |
|
Q4 2024
|
98 |
595,707 |
DFSD, DUSB, DFCF, BNDX
|
13F-HR
|
1/17/2025 |
000176760125000001 |
|
Q3 2024
|
93 |
608,171 |
DUSB, DFSD, DFCF, BNDX
|
13F-HR
|
10/16/2024 |
000176760124000009 |
|
Q2 2024
|
91 |
582,951 |
DUSB, DFSD, DFCF, BNDX
|
13F-HR
|
7/29/2024 |
000176760124000007 |
|
Q1 2024
|
93 |
569,508 |
DUSB, DFSD, DFCF, BNDX
|
13F-HR
|
4/11/2024 |
000176104424000004 |
|
Q4 2023
|
96 |
477,890 |
DIMENSIONAL ETF TRUST, BNDX, SPLG, DUHP
|
13F-HR
|
1/29/2024 |
000176760124000006 |
|
Q3 2023
|
92 |
390,932 |
DIMENSIONAL ETF TRUST, IVV, VCIT, DFIV
|
13F-HR
|
10/12/2023 |
000176760123000005 |
|
Q2 2023
|
86 |
393,937 |
DIMENSIONAL ETF TRUST, IVV, VCIT, QUAL
|
13F-HR
|
7/12/2023 |
000176760123000004 |
|
Q1 2023
|
92 |
380,493 |
DIMENSIONAL ETF TRUST, IVV, VCIT, EFG
|
13F-HR
|
4/18/2023 |
000176760123000003 |
|
Q4 2022
|
90 |
345,215 |
IVV, DIMENSIONAL ETF TRUST, VCIT, DFIV
|
13F-HR
|
1/23/2023 |
000176760123000001 |
|
Q3 2022
|
91 |
315,393 |
IVV, DIMENSIONAL ETF TRUST, VCIT, ESGU
|
13F-HR
|
10/24/2022 |
000176760122000005 |
|
Q2 2022
|
85 |
323,485 |
IVV, DIMENSIONAL ETF TRUST, VCIT, ESGU
|
13F-HR
|
7/21/2022 |
000176760122000004 |
|
Q1 2022
|
74 |
282,155 |
IVV, ESGU, VCIT, FALN
|
13F-HR
|
4/12/2022 |
000176760122000003 |
|
Q4 2021
|
72 |
306,851 |
IVV, ESGU, VCIT, EFV
|
13F-HR
|
1/18/2022 |
000176760122000001 |
|
Q3 2021
|
71 |
252,361 |
IVV, VCIT, ESGU, EFV
|
13F-HR
|
10/27/2021 |
000176760121000005 |
|
Q2 2021
|
64 |
227,546 |
IVV, VCIT, ESGU, VTV
|
13F-HR
|
8/2/2021 |
000176760121000004 |
|
Q1 2021
|
61 |
168,916 |
IVV, VTV, VCIT, ESGU
|
13F-HR
|
4/20/2021 |
000176760121000003 |
|
Q4 2020
|
43 |
128,140 |
IVV, VTV, IWF, IEMG
|
13F-HR
|
1/25/2021 |
000176760121000002 |
|
Q3 2020
|
41 |
111,773 |
IVV, VTV, IWF, PRF
|
13F-HR
|
10/28/2020 |
000176760120000006 |
|
Q2 2020
|
44 |
109,564 |
IVV, VTV, IWF, PRF
|
13F-HR
|
7/17/2020 |
000176760120000005 |
|
Q1 2020
|
42 |
92,795 |
IVV, VTV, SCZ, PRF
|
13F-HR
|
4/20/2020 |
000176760120000004 |
|
Q4 2019
|
37 |
109,597 |
IVV, VTV, PRF, RSP
|
13F-HR
|
1/15/2020 |
000176760120000002 |
|
Q3 2019
|
38 |
102,886 |
IVV, PRF, VTV, RSP
|
13F-HR
|
10/31/2019 |
000176760119000008 |
|
Q2 2019
|
36 |
103,709 |
IVV, PRF, VTV, RSP
|
13F-HR
|
7/31/2019 |
000176760119000007 |
|
Q1 2019
|
34 |
100,190 |
PRF, RSP, IWF, IVV
|
13F-HR
|
4/15/2019 |
000176760119000005 |
|
Q4 2018
|
32 |
89,565 |
PRF, RSP, VTIP, IWF
|
13F-HR
|
2/12/2019 |
000176760119000003 |