| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 77 | 269,105 | DFAC, DFUV, DIMENSIONAL ETF TRUST, DFAS | 13F-HR | 2/9/2024 | 000196635524000001 |
| Q3 2023 | 72 | 242,571 | DFAC, DFUV, DIMENSIONAL ETF TRUST, DFAS | 13F-HR | 10/20/2023 | 000196635523000004 |
| Q2 2023 | 74 | 250,772 | DFAC, DFUV, DIMENSIONAL ETF TRUST, DFAS | 13F-HR | 8/3/2023 | 000196635523000003 |
| Q1 2023 | 76 | 235,324 | DFAC, DFUV, DFAS, DIMENSIONAL ETF TRUST | 13F-HR | 5/10/2023 | 000196635523000002 |
| Q4 2022 | 76 | 232,449 | DFAC, DFUV, DIMENSIONAL ETF TRUST, DFAS | 13F-HR | 2/22/2023 | 000196635523000001 |