| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 236 | 248,469 | Dimensional US Core, DFEM, BOND, SCHR | 13F-HR | 2/7/2024 | 000177443724000002 |
| Q3 2023 | 300 | 167,584 | DFEM, DFIC, FNDX, FNDE | 13F-HR | 11/2/2023 | 000177443723000005 |
| Q2 2023 | 281 | 195,066 | DFEM, DFIC, SCHX, FNDX | 13F-HR | 7/31/2023 | 000177443723000004 |
| Q1 2023 | 244 | 182,250 | DFEM, DFIC, SCHX, FNDX | 13F-HR | 4/28/2023 | 000177443723000003 |
| Q4 2022 | 222 | 173,089 | SCHR, BOND, FNDE, SCHE | 13F-HR | 1/30/2023 | 000177443723000001 |
| Q3 2022 | 218 | 166,830 | SCHR, BOND, FNDE, SCHE | 13F-HR | 11/8/2022 | 000177443722000006 |
| Q2 2022 | 219 | 168,950 | SCHR, BOND, BSV, GLD | 13F-HR | 8/10/2022 | 000177443722000005 |
| Q1 2022 | 227 | 176,196 | SCHR, BOND, GLD, BSV | 13F-HR | 4/26/2022 | 000177443722000004 |
| Q4 2021 | 213 | 176,982 | BOND, SCHR, FNDF, SCHF | 13F-HR | 1/21/2022 | 000177443722000002 |
| Q3 2021 | 206 | 154,372 | BOND, SCHR, FNDF, SCHF | 13F-HR | 11/5/2021 | 000177443721000005 |
| Q2 2021 | 147 | 153,951 | BOND, SCHR, FNDF, SCHF | 13F-HR | 7/29/2021 | 000177443721000004 |
| Q1 2021 | 139 | 135,305 | SCHR, BOND, FNDF, SCHF | 13F-HR | 4/29/2021 | 000177443721000003 |
| Q4 2020 | 150 | 135,939 | SCHR, BOND, FNDF, SCHF | 13F-HR | 1/29/2021 | 000177443721000001 |
| Q3 2020 | 156 | 127,439 | SCHR, BOND, SCHE, GLD | 13F-HR | 11/9/2020 | 000177443720000006 |
| Q2 2020 | 152 | 144,417 | BOND, SCHR, SCHE, GLD | RESTATEMENT | 9/25/2020 | 000177443720000005 |
| Q1 2020 | 129 | 115,827 | SCHF, BOND, FNDF, SCHR | 13F-HR | 4/27/2020 | 000177443720000003 |
| Q4 2019 | 28 | 126,568 | SCHF, SCHE, FNDE, FNDF | 13F-HR | 1/24/2020 | 000177443720000002 |