| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 96 | 337,197 | DFUS, DFAI, DFUV, DFCF | 13F-HR | 4/24/2024 | 000108514624001981 |
| Q4 2023 | 82 | 266,190 | DFUS, DIMENSIONAL ETF TRUST, DFAI, DFAC | 13F-HR | 1/29/2024 | 000108514624000536 |
| Q3 2023 | 68 | 188,837 | DFUS, DFAI, DIMENSIONAL ETF TRUST, DFAC | 13F-HR | 10/19/2023 | 000108514623003823 |
| Q2 2023 | 63 | 167,999 | DFUS, DFAI, DIMENSIONAL ETF TRUST, DFAC | 13F-HR | 7/26/2023 | 000108514623002919 |
| Q1 2023 | 62 | 140,192 | DFAI, DFUS, DFAC, DIMENSIONAL ETF TRUST | 13F-HR | 5/11/2023 | 000108514623002267 |