|
Q1 2025
|
1,501 |
226,311 |
VTV, VUG, DFCF, JMBS
|
13F-HR
|
5/15/2025 |
000183131625000005 |
|
Q4 2024
|
1,119 |
207,895 |
VTV, VUG, DFCF, JMBS
|
13F-HR
|
1/7/2025 |
000183131625000001 |
|
Q3 2024
|
1,233 |
208,667 |
VTV, VUG, DFCF, JMBS
|
13F-HR
|
10/11/2024 |
000183131624000004 |
|
Q2 2024
|
1,240 |
188,706 |
VTV, VUG, DFCF, JMBS
|
13F-HR
|
7/9/2024 |
000183131624000003 |
|
Q1 2024
|
1,265 |
187,659 |
VUG, VTV, DIMENSIONAL CORE FIXED INCOME ETF, JMBS
|
13F-HR
|
4/9/2024 |
000183131624000002 |
|
Q4 2023
|
618 |
143,009 |
VUG, VTV, DIMENSIONAL CORE FIXED INCOME ETF, JMBS
|
13F-HR
|
1/10/2024 |
000183131624000001 |
|
Q3 2023
|
672 |
126,141 |
DIMENSIONAL CORE FIXED INCOME ETF, VTV, VUG, VNLA
|
13F-HR
|
10/10/2023 |
000183131623000004 |
|
Q2 2023
|
677 |
129,356 |
DIMENSIONAL CORE FIXED INCOME ETF, VTV, VUG, VNLA
|
13F-HR
|
7/10/2023 |
000183131623000003 |
|
Q1 2023
|
810 |
132,474 |
DIMENSIONAL CORE FIXED INCOME ETF, VUG, VTV, VNLA
|
13F-HR
|
4/5/2023 |
000183131623000002 |
|
Q4 2022
|
768 |
124,475 |
DIMENSIONAL CORE FIXED INCOME ETF, VTV, VUG, FLOT
|
13F-HR
|
1/6/2023 |
000183131623000001 |
|
Q3 2022
|
752 |
120,679 |
VTV, VUG, DIMENSIONAL CORE FIXED INCOME ETF, FLOT
|
13F-HR
|
10/11/2022 |
000183131622000005 |
|
Q2 2022
|
741 |
99,155 |
DIMENSIONAL CORE FIXED INCOME ETF, FLOT, VNLA, JAAA
|
13F-HR
|
7/28/2022 |
000183131622000004 |
|
Q1 2022
|
673 |
111,062 |
DIMENSIONAL CORE FIXED INCOME ETF, FLOT, JAAA, VNLA
|
13F-HR
|
4/22/2022 |
000183131622000003 |
|
Q4 2021
|
650 |
104,972 |
DIMENSIONAL CORE FIXED INCOME ETF, VNLA, XSOE, FLOT
|
13F-HR
|
2/24/2022 |
000183131622000002 |