| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 209 | 275,557 | DFAU, DFAC, DFAI, DFCF | 13F-HR | 4/22/2024 | 000108514624001956 |
| Q4 2023 | 212 | 262,591 | DFAU, DFAC, DFAI, DFCF | 13F-HR | 4/22/2024 | 000108514624001955 |
| Q3 2023 | 197 | 231,555 | DFAU, DFAC, DFAI, DIMENSIONAL ETF TRUST | 13F-HR | 10/30/2023 | 000191342023000004 |
| Q2 2023 | 197 | 233,572 | DFAC, DFAU, DFAI, DIMENSIONAL ETF TRUST | 13F-HR | 7/21/2023 | 000191342023000003 |
| Q1 2023 | 190 | 202,866 | DFAC, DFAU, DFAI, BND | 13F-HR | 5/3/2023 | 000191342023000002 |
| Q4 2022 | 184 | 179,115 | DFAC, DFAU, DFAI, BND | 13F-HR | 1/26/2023 | 000191342023000001 |
| Q3 2022 | 154 | 151,777 | DFAC, DFAU, PFF, DFAI | 13F-HR | 10/24/2022 | 000191342022000004 |
| Q2 2022 | 141 | 148,795 | DFAC, DFAU, PFF, PECO | 13F-HR | 7/25/2022 | 000191342022000003 |
| Q1 2022 | 139 | 128,254 | DFAU, PFF, NCNO, DFAI | 13F-HR | 4/18/2022 | 000191342022000002 |
| Q4 2021 | 146 | 159,222 | DFAC, DFAU, NCNO, PFF | 13F-HR | 2/24/2022 | 000191342022000001 |