|
Q3 2024
|
174 |
455,023 |
DFAC, DFSD, MSFT, AAPL
|
13F-HR
|
10/21/2024 |
000172554724005962 |
|
Q2 2024
|
172 |
415,974 |
DFAC, MSFT, DFSD, DFCF
|
13F-HR
|
7/17/2024 |
000172554724003322 |
|
Q1 2024
|
177 |
411,059 |
MSFT, DFCF, DFSD, AAPL
|
13F-HR
|
5/13/2024 |
000172554724002125 |
|
Q4 2023
|
172 |
388,970 |
DIMENSIONAL ETF TRUST, MSFT, AAPL, DFAC
|
13F-HR
|
2/12/2024 |
000172554724000512 |
|
Q3 2023
|
167 |
341,086 |
DIMENSIONAL ETF TRUST, MSFT, AAPL, DFAC
|
13F-HR
|
11/1/2023 |
000172554723001686 |
|
Q2 2023
|
161 |
342,719 |
DIMENSIONAL ETF TRUST, MSFT, AAPL, DFAC
|
13F-HR
|
7/26/2023 |
000172554723000153 |
|
Q1 2023
|
169 |
302,038 |
DIMENSIONAL ETF TRUST, MSFT, AAPL, DFAC
|
13F-HR
|
5/5/2023 |
000172554723000114 |
|
Q4 2022
|
162 |
247,307 |
MSFT, AAPL, DFAU, DFAT
|
13F-HR
|
2/6/2023 |
000172554723000021 |
|
Q3 2022
|
157 |
248,838 |
DFAU, MSFT, AAPL, RDVY
|
13F-HR
|
11/1/2022 |
000172554722000171 |
|
Q2 2022
|
151 |
255,485 |
MSFT, DFAU, RDVY, FTSL
|
13F-HR
|
7/25/2022 |
000172554722000109 |
|
Q1 2022
|
157 |
305,397 |
MSFT, DFAU, RDVY, AAPL
|
13F-HR
|
4/14/2022 |
000172554722000057 |
|
Q4 2021
|
168 |
340,458 |
MSFT, IVW, DFAU, AAPL
|
13F-HR
|
1/27/2022 |
000172554722000016 |
|
Q3 2021
|
162 |
297,428 |
MSFT, AAPL, HYLS, FTSL
|
13F-HR
|
10/12/2021 |
000172554721000087 |
|
Q2 2021
|
168 |
313,767 |
MSFT, AAPL, HYLS, NEAR
|
13F-HR
|
7/27/2021 |
000172554721000067 |
|
Q1 2021
|
154 |
283,737 |
MSFT, AAPL, IJJ, SUSB
|
13F-HR
|
5/13/2021 |
000172554721000044 |
|
Q4 2020
|
151 |
264,404 |
MSFT, AAPL, SLQD, IVW
|
13F-HR
|
2/12/2021 |
000172554721000020 |
|
Q3 2020
|
142 |
233,572 |
MSFT, VCSH, AAPL, FIXD
|
13F-HR
|
11/12/2020 |
000172554720000084 |
|
Q2 2020
|
135 |
205,832 |
MSFT, VCSH, AAPL, USMV
|
13F-HR
|
7/29/2020 |
000172554720000061 |
|
Q1 2020
|
116 |
138,696 |
MSFT, USMV, VCSH, AAPL
|
13F-HR
|
5/13/2020 |
000172554720000053 |
|
Q4 2019
|
129 |
166,604 |
MSFT, VCSH, AAPL, IVV
|
13F-HR
|
2/12/2020 |
000172554720000026 |