| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 44 | 376,869 | DFAC, DFAX, DIMENSIONAL ETF TRUST, AVUS | 13F-HR | 1/18/2024 | 000190057624000001 |
| Q3 2023 | 36 | 320,815 | DFAC, DFAX, VGIT, AVUS | 13F-HR | 10/12/2023 | 000190057623000006 |
| Q2 2023 | 39 | 321,295 | DFAC, DFAX, AVUS, AAPL | 13F-HR | 7/17/2023 | 000190057623000005 |
| Q1 2023 | 36 | 286,412 | DFAC, DFAX, AVUS, AAPL | 13F-HR | 5/1/2023 | 000190057623000004 |
| Q4 2022 | 32 | 247,160 | DFAC, DFAX, AVUS, AAPL | 13F-HR | 1/9/2023 | 000190057623000001 |
| Q3 2022 | 30 | 208,006 | DFAC, DFAX, AAPL, AVUS | 13F-HR | 10/11/2022 | 000190057622000005 |
| Q2 2022 | 32 | 200,388 | DFAC, DFAX, AVUS, DFIC | 13F-HR | 7/20/2022 | 000190057622000003 |
| Q1 2022 | 30 | 33,381 | DFAI, DFAE, AAPL, DFAU | 13F-HR | 4/18/2022 | 000190057622000002 |
| Q4 2021 | 21 | 209,833 | DFAC, DFAX, AAPL, VTI | 13F-HR | 2/23/2022 | 000190057622000001 |