| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 241 | 315,886 | DFAC, VCIT, DFCF, DFIC | 13F-HR | 10/28/2024 | 000193851424000006 |
| Q2 2024 | 240 | 298,234 | DFAC, VCIT, HOMB, DFCF | 13F-HR | 8/9/2024 | 000193851424000005 |
| Q1 2024 | 275 | 251,258 | DFAC, VCIT, HOMB, DFAI | 13F-HR | 4/30/2024 | 000193851424000003 |
| Q4 2023 | 210 | 233,172 | DFAC, VCIT, HOMB, DIMENSIONAL ETF TRUST | 13F-HR | 1/30/2024 | 000193851424000002 |
| Q3 2023 | 243 | 191,274 | DFAC, VCIT, HOMB, DFAI | 13F-HR | 10/26/2023 | 000193851423000005 |
| Q2 2023 | 197 | 191,922 | DFAC, VCIT, HOMB, DFAI | 13F-HR | 9/26/2023 | 000193851423000004 |
| Q1 2023 | 197 | 173,055 | DFAC, VCIT, HOMB, DFAI | 13F-HR | 9/26/2023 | 000193851423000003 |
| Q4 2022 | 200 | 164,513 | DFAC, HOMB, VCIT, DIMENSIONAL ETF TRUST | 13F-HR | 9/26/2023 | 000193851423000002 |