| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 70 | 718,931 | DFAC, AVUV, DFIC, AVIG | 13F-HR | 11/14/2024 | 000197902824000006 |
| Q2 2024 | 71 | 742,727 | DFAC, AVUV, DFIC, AVIG | 13F-HR | 8/5/2024 | 000197902824000003 |
| Q1 2024 | 69 | 708,213 | DFAC, AVIG, AVUV, DFIC | 13F-HR | 5/14/2024 | 000197902824000002 |
| Q4 2023 | 68 | 679,388 | DFAC, AVIG, AVUV, DFIC | 13F-HR | 1/18/2024 | 000197902824000001 |
| Q3 2023 | 65 | 601,628 | DFAC, AVIG, AVUV, DFIC | 13F-HR | 11/13/2023 | 000197902823000011 |
| Q2 2023 | 60 | 555,013 | DFAC, AVIG, DFIC, AVUV | 13F-HR | 8/11/2023 | 000197902823000010 |
| Q1 2023 | 56 | 508,534 | DFAC, AVIG, DFIC, AVUV | 13F-HR | 8/11/2023 | 000197902823000009 |
| Q4 2022 | 54 | 413,283 | DFAC, AVIG, DFAT, DFIC | 13F-HR | 8/11/2023 | 000197902823000008 |
| Q3 2022 | 41 | 347,111 | DFAC, AVIG, DIMENSIONAL ETF TRUST, DFAT | 13F-HR | 8/11/2023 | 000197902823000007 |
| Q2 2022 | 41 | 358,401 | DFAC, AVIG, DIMENSIONAL ETF TRUST, DFAT | 13F-HR | 8/11/2023 | 000197902823000006 |
| Q1 2022 | 34 | 305,359 | DFAC, AVIG, DFAT, DFIV | 13F-HR | 8/11/2023 | 000197902823000005 |
| Q4 2021 | 31 | 171,086 | DFAC, DFAT, DFIV, DFUS | 13F-HR | 8/11/2023 | 000197902823000004 |
| Q3 2021 | 29 | 154,639 | DFAC, DFAT, DFIV, DFUS | 13F-HR | 8/11/2023 | 000197902823000002 |
| Q2 2021 | 26 | 120,885 | DFAC, DFAT, DFUS, DFAS | 13F-HR | 8/11/2023 | 000197902823000001 |