|
Q4 2023
|
173 |
333,237 |
DFAC, DIMENSIONAL ETF TRUST, DFAT, DFAU
|
13F-HR
|
1/26/2024 |
000180168224000001 |
|
Q3 2023
|
163 |
277,316 |
DFAC, DIMENSIONAL ETF TRUST, DFAT, DFIV
|
13F-HR
|
10/26/2023 |
000180168223000004 |
|
Q2 2023
|
167 |
279,599 |
DFAC, DIMENSIONAL ETF TRUST, DFAT, DFIV
|
13F-HR
|
7/24/2023 |
000180168223000003 |
|
Q1 2023
|
171 |
268,971 |
DFAC, DFAT, DIMENSIONAL ETF TRUST, DFIV
|
13F-HR
|
4/27/2023 |
000180168223000002 |
|
Q4 2022
|
165 |
247,087 |
DFAC, DFAT, DIMENSIONAL ETF TRUST, DFIV
|
13F-HR
|
1/31/2023 |
000180168223000001 |
|
Q3 2022
|
153 |
229,397 |
DFAC, DFAT, DIMENSIONAL ETF TRUST, DFIV
|
13F-HR
|
10/25/2022 |
000180168222000005 |
|
Q2 2022
|
153 |
233,299 |
DFAC, DFAT, DFIV, DFUV
|
13F-HR
|
7/21/2022 |
000180168222000004 |
|
Q1 2022
|
149 |
162,400 |
DFAU, DFAI, XOM, VTEB
|
13F-HR
|
4/26/2022 |
000180168222000003 |
|
Q4 2021
|
156 |
236,646 |
DFAC, DFAT, DFAU, DFIV
|
13F-HR
|
2/2/2022 |
000180168222000002 |
|
Q3 2021
|
146 |
209,804 |
DFAC, DFAT, DFIV, DFAU
|
13F-HR
|
11/2/2021 |
000180168221000006 |
|
Q2 2021
|
147 |
183,600 |
DFAC, DFAT, DFUS, DFAU
|
13F-HR
|
7/13/2021 |
000180168221000004 |
|
Q1 2021
|
142 |
122,492 |
DFAU, VTEB, XOM, AAPL
|
13F-HR
|
4/15/2021 |
000180168221000003 |
|
Q4 2020
|
123 |
86,978 |
XOM, AAPL, DHS, ENPH
|
13F-HR
|
1/25/2021 |
000180168221000002 |
|
Q3 2020
|
107 |
68,017 |
XOM, AAPL, DHS, SPY
|
13F-HR
|
10/21/2020 |
000180168220000004 |
|
Q2 2020
|
105 |
66,499 |
XOM, DHS, AAPL, BIV
|
13F-HR
|
7/14/2020 |
000180168220000003 |
|
Q1 2020
|
109 |
63,542 |
DHS, XOM, ACN, ISTB
|
13F-HR
|
4/17/2020 |
000180168220000002 |
|
Q4 2019
|
122 |
84,004 |
XOM, DHS, ACN, ISTB
|
13F-HR
|
2/4/2020 |
000180168220000001 |