Sponsored

The Analysis of Quantum Financial Advisors, LLC's Holdings & P&L

Currently, Quantum Financial Advisors, LLC holds 231 types of securities in its portfolio with a total value $891.4M. In the most recent quarter, they have increased their positions in DCOR (+606.5K shares, valued at $43.7M), IBMT (+98.2K shares, valued at $2.5M), IBIF (+75.4K shares, valued at $2.0M); decreased their positions in AVUS (-355.4K shares, valued at $39.5M), IBIJ (-115.5K shares, valued at $3.0M), IBII (-113.6K shares, valued at $2.9M); initiated new positions in RY (+3.3K shares, valued at $533.1K), XLK (+4.0K shares, valued at $531.6K), ITW (+1.2K shares, valued at $311.6K).

1M P&L

+37.7M+3.58%

3M P&L

+46.4M+4.44%

HY P&L

+109.0M+11.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A763.7M

87.2%

2Consumer Electronics30.3M

3.5%

3Semiconductors9.2M

1.0%

Top Industries by Stock Count

1N/A71 stocks

34.0%

2Semiconductors8 stocks

3.8%

3Drug Manufacturers - General7 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFSU DIMENSIONAL ETF TRUST2.4M shares0.00%2026-03-312026-04-08

AVUS AMERICAN CENTY ETF TR878.1K shares-28.81%2026-03-312026-04-08

DCOR DIMENSIONAL ETF TRUST831.3K shares269.72%2026-03-312026-04-08

AVDE AMERICAN CENTY ETF TR456.9K shares-2.20%2026-03-312026-04-08

DFSI DIMENSIONAL ETF TRUST840.4K shares-1.70%2026-03-312026-04-08

AAPL APPLE INC119.5K shares0.86%2026-03-312026-04-08

AVEM AMERICAN CENTY ETF TR352.8K shares-1.73%2026-03-312026-04-08

DFSB DIMENSIONAL ETF TRUST526.4K shares2.18%2026-03-312026-04-08

Sponsored

DFSE DIMENSIONAL ETF TRUST546.2K shares-1.99%2026-03-312026-04-08

DFAU DIMENSIONAL ETF TRUST488.3K shares-8.96%2026-03-312026-04-08

AVDV AMERICAN CENTY ETF TR204.8K shares-3.34%2026-03-312026-04-08

AVRE AMERICAN CENTY ETF TR424.2K shares3.59%2026-03-312026-04-08

VMBS VANGUARD SCOTTSDALE FDS387.3K shares1.96%2026-03-312026-04-08

DISV DIMENSIONAL ETF TRUST457.3K shares-1.68%2026-03-312026-04-08

AVUV AMERICAN CENTY ETF TR158.8K shares1.22%2026-03-312026-04-08

DFGP DIMENSIONAL ETF TRUST324.4K shares11.38%2026-03-312026-04-08

Sponsored

DFGR DIMENSIONAL ETF TRUST646.0K shares-1.39%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST414.2K shares-1.10%2026-03-312026-04-08

GLDM WORLD GOLD TR173.3K shares4.27%2026-03-312026-04-08

DFAT DIMENSIONAL ETF TRUST253.1K shares-1.37%2026-03-312026-04-08

OEF ISHARES TR414.3K shares12.85%2026-03-312026-04-08

IBID ISHARES TR342.5K shares25.44%2026-03-312026-04-08

IBIE ISHARES TR333.4K shares25.10%2026-03-312026-04-08

IBIC ISHARES TR330.1K shares5.51%2026-03-312026-04-08

Sponsored

DFAE DIMENSIONAL ETF TRUST247.6K shares-0.88%2026-03-312026-04-08

IBIF ISHARES TR318.4K shares31.06%2026-03-312026-04-08

VTI VANGUARD INDEX FDS25.5K shares7.58%2026-03-312026-04-08

DFUS DIMENSIONAL ETF TRUST104.9K shares0.00%2026-03-312026-04-08

IBIG ISHARES TR278.5K shares28.51%2026-03-312026-04-08

IBDS ISHARES TR250.3K shares27.26%2026-03-312026-04-08

MSFT MICROSOFT CORP16.2K shares4.41%2026-03-312026-04-08

IBDT ISHARES TR234.8K shares27.01%2026-03-312026-04-08

Sponsored

IBIH ISHARES TR225.7K shares28.69%2026-03-312026-04-08

NVDA NVIDIA CORPORATION32.8K shares-18.52%2026-03-312026-04-08

IBDR ISHARES TR228.1K shares7.01%2026-03-312026-04-08

IBDV ISHARES TR212.4K shares31.69%2026-03-312026-04-08

AVIG AMERICAN CENTY ETF TR101.0K shares-2.98%2026-03-312026-04-08

IBMQ ISHARES TR160.3K shares25.38%2026-03-312026-04-08

IBMS ISHARES TR148.1K shares32.72%2026-03-312026-04-08

DFSV DIMENSIONAL ETF TRUST107.0K shares-15.34%2026-03-312026-04-08

Sponsored

IBMP ISHARES TR144.1K shares-22.52%2026-03-312026-04-08

IBMT ISHARES TR140.7K shares231.02%2026-03-312026-04-08

AMZN AMAZON COM INC16.7K shares-13.48%2026-03-312026-04-08

IBMO ISHARES TR133.1K shares-36.27%2026-03-312026-04-08

ALPHABET INC ALPHABET INC11.8K shares0.35%2026-03-312026-04-08

IBDW ISHARES TR157.9K shares36.62%2026-03-312026-04-08

DUSB DIMENSIONAL ETF TRUST62.5K shares-9.47%2026-03-312026-04-08

ALPHABET INC ALPHABET INC10.9K shares-3.33%2026-03-312026-04-08

Sponsored

JPM JPMORGAN CHASE & CO9.3K shares0.06%2026-03-312026-04-08

DFUV DIMENSIONAL ETF TRUST53.1K shares0.00%2026-03-312026-04-08

META META PLATFORMS INC4.4K shares-5.36%2026-03-312026-04-08

XOM EXXON MOBIL CORP13.1K shares3.02%2026-03-312026-04-08

AMGN AMGEN INC4.6K shares12.47%2026-03-312026-04-08

DFCF DIMENSIONAL ETF TRUST36.5K shares4.52%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T2.3K shares0.00%2026-03-312026-04-08

DFAS DIMENSIONAL ETF TRUST20.7K shares0.00%2026-03-312026-04-08

Sponsored

JNJ JOHNSON & JOHNSON5.9K shares3.94%2026-03-312026-04-08

LLY ELI LILLY & CO1.6K shares-9.60%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST35.5K shares0.00%2026-03-312026-04-08

LNG CHENIERE ENERGY INC4.6K shares2.39%2026-03-312026-04-08

V VISA INC4.1K shares-4.64%2026-03-312026-04-08

WMT WALMART INC9.8K shares-0.01%2026-03-312026-04-08

QNITY ELECTRONICS INC QNITY ELECTRONICS INC10.5K shares0.00%2026-03-312026-04-08

CAT CATERPILLAR INC1.7K shares-43.68%2026-03-312026-04-08

Sponsored

BROADCOM INC BROADCOM INC3.7K shares0.03%2026-03-312026-04-08

AVXC AMERICAN CENTY ETF TR16.5K shares0.00%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares0.92%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO3.4K shares3.73%2026-03-312026-04-08

UCO PROSHARES TR II23.4K shares105.26%2026-03-312026-04-08

PG PROCTER & GAMBLE CO6.1K shares15.59%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC2.5K shares1.86%2026-03-312026-04-08

MCHP MICROCHIP TECHNOLOGY INC.12.9K shares0.41%2026-03-312026-04-08

Sponsored

VBR VANGUARD INDEX FDS3.8K shares0.00%2026-03-312026-04-08

T AT&T INC28.3K shares2.28%2026-03-312026-04-08

ORCL ORACLE CORP5.6K shares0.25%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC6.6K shares14.85%2026-03-312026-04-08

MA MASTERCARD INCORPORATED1.6K shares2.64%2026-03-312026-04-08

IBII ISHARES TR30.4K shares-78.90%2026-03-312026-04-08

HD HOME DEPOT INC2.3K shares12.05%2026-03-312026-04-08

CSCO CISCO SYS INC9.7K shares9.32%2026-03-312026-04-08

Sponsored

KO COCA COLA CO9.8K shares1.44%2026-03-312026-04-08

ABBV ABBVIE INC3.4K shares-5.60%2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP3.4K shares19.89%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-52.86%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F13.4K shares0.00%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS11.3K shares-2.32%2026-03-312026-04-08

PEP PEPSICO INC4.6K shares-0.69%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION710 shares2.16%2026-03-312026-04-08

Sponsored

IBDX ISHARES TR28.0K shares-65.71%2026-03-312026-04-08

BAC BANK AMERICA CORP13.5K shares5.09%2026-03-312026-04-08

KLAC KLA CORP443 shares2.07%2026-03-312026-04-08

AFL AFLAC INC5.7K shares-0.24%2026-03-312026-04-08

LOW LOWES COS INC2.6K shares1.79%2026-03-312026-04-08

CVX CHEVRON CORPORATION2.9K shares-9.58%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC12.0K shares4.01%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS2.4K shares-2.06%2026-03-312026-04-08

Sponsored

AMAT APPLIED MATLS INC1.7K shares0.12%2026-03-312026-04-08

EME EMCOR GROUP INC777 shares-0.13%2026-03-312026-04-08

COP CONOCOPHILLIPS4.3K shares2.44%2026-03-312026-04-08

LECO LINCOLN ELEC HLDGS INC2.2K shares0.00%2026-03-312026-04-08

MS MORGAN STANLEY3.4K shares0.30%2026-03-312026-04-08

RY ROYAL BK CDA3.3K sharesnew addition2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR4.0K sharesnew addition2026-03-312026-04-08

IVV ISHARES TR812 shares0.00%2026-03-312026-04-08

Sponsored

TSLA TESLA INC1.3K shares7.37%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC2.4K shares4.48%2026-03-312026-04-08

EMR EMERSON ELEC CO3.7K shares0.73%2026-03-312026-04-08

ORLY OREILLY AUTOMOTIVE INC5.2K shares1.99%2026-03-312026-04-08

GILD GILEAD SCIENCES INC3.5K shares3.22%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC2.8K shares1.57%2026-03-312026-04-08

CVS CVS HEALTH CORP6.5K shares-0.73%2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP5.0K shares0.65%2026-03-312026-04-08

Sponsored

GE AEROSPACE GE AEROSPACE1.6K shares7.60%2026-03-312026-04-08

AMP AMERIPRISE FINL INC1.0K shares-0.10%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC526 shares-0.19%2026-03-312026-04-08

LINDE PLC LINDE PLC872 shares2.95%2026-03-312026-04-08

WFC WELLS FARGO & CO5.4K shares7.98%2026-03-312026-04-08

JBL JABIL INC1.6K shares-2.58%2026-03-312026-04-08

QCOM QUALCOMM INC3.3K shares13.37%2026-03-312026-04-08

RTX RTX CORPORATION2.2K shares2.22%2026-03-312026-04-08

Sponsored

PWR QUANTA SVCS INC778 shares19.14%2026-03-312026-04-08

IBIJ ISHARES TR16.3K shares-87.66%2026-03-312026-04-08

WM WASTE MGMT INC DEL1.8K shares38.76%2026-03-312026-04-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K shares-52.04%2026-03-312026-04-08

WBD WARNER BROS DISCOVERY INC14.6K shares1.33%2026-03-312026-04-08

NFLX NETFLIX INC.4.1K shares-15.87%2026-03-312026-04-08

NVS NOVARTIS AG2.6K shares0.00%2026-03-312026-04-08

DTE DTE ENERGY CO2.7K shares-0.04%2026-03-312026-04-08

Sponsored

WDC WESTERN DIGITAL CORP1.4K shares0.70%2026-03-312026-04-08

TMO THERMO FISHER SCIENTIFIC INC785 shares9.03%2026-03-312026-04-08

MCK MCKESSON CORP442 shares75.40%2026-03-312026-04-08

FIX COMFORT SYS USA INC273 shares0.00%2026-03-312026-04-08

ESGV VANGUARD WORLD FD3.3K shares-1.01%2026-03-312026-04-08

LMT LOCKHEED MARTIN CORP615 shares8.27%2026-03-312026-04-08

STLD STEEL DYNAMICS INC2.1K shares-0.63%2026-03-312026-04-08

VST VISTRA CORP2.5K shares-1.52%2026-03-312026-04-08

Sponsored

PH PARKER-HANNIFIN CORP412 shares-21.82%2026-03-312026-04-08

DE DEERE & CO654 shares2.19%2026-03-312026-04-08

GM GENERAL MTRS CO4.9K shares-0.49%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS1.7K shares-2.99%2026-03-312026-04-08

FLEX FLEXTRONICS INTL LTD5.5K shares0.00%2026-03-312026-04-08

NEM NEWMONT CORP3.2K shares-0.25%2026-03-312026-04-08

TJX TJX COS INC NEW2.1K shares1.61%2026-03-312026-04-08

TMUS T-MOBILE US INC1.6K shares0.06%2026-03-312026-04-08

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL873 shares0.11%2026-03-312026-04-08

APH AMPHENOL CORP2.7K shares14.69%2026-03-312026-04-08

COF CAPITAL ONE FINL CORP1.9K shares-1.85%2026-03-312026-04-08

MAR MARRIOTT INTL INC NEW1.0K shares4.15%2026-03-312026-04-08

CMI CUMMINS INC617 shares1.31%2026-03-312026-04-08

MTZ MASTEC INC1.0K shares0.00%2026-03-312026-04-08

GLW CORNING INC2.4K shares0.08%2026-03-312026-04-08

VGT VANGUARD WORLD FD463 shares-83.12%2026-03-312026-04-08

Sponsored

IBDZ ISHARES TR12.3K shares-77.82%2026-03-312026-04-08

URI UNITED RENTALS INC434 shares-0.23%2026-03-312026-04-08

UNP UNION PAC CORP1.3K shares1.82%2026-03-312026-04-08

ITW ILLINOIS TOOL WKS INC1.2K sharesnew addition2026-03-312026-04-08

ROST ROSS STORES INC1.4K shares2.93%2026-03-312026-04-08

TRV TRAVELERS COMPANIES INC1.1K shares6.08%2026-03-312026-04-08

CIEN CIENA CORP796 sharesnew addition2026-03-312026-04-08

ABT ABBOTT LABORATORIES3.0K shares-10.74%2026-03-312026-04-08

Sponsored

UTHR UNITED THERAPEUTICS CORP DEL518 shares0.00%2026-03-312026-04-08

ADI ANALOG DEVICES INC944 shares2.83%2026-03-312026-04-08

IBIK ISHARES TR11.6K shares-89.44%2026-03-312026-04-08

IEFA ISHARES TR3.3K shares0.00%2026-03-312026-04-08

BMY BRISTOL-MYERS SQUIBB CO4.9K shares12.08%2026-03-312026-04-08

TPR TAPESTRY INC2.1K shares-0.39%2026-03-312026-04-08

KR KROGER CO4.0K shares1.98%2026-03-312026-04-08

UNH UNITEDHEALTH GROUP INC1.1K shares1.61%2026-03-312026-04-08

Sponsored

MPC MARATHON PETE CORP1.2K shares-58.93%2026-03-312026-04-08

WMB WILLIAMS COS INC3.9K shares0.05%2026-03-312026-04-08

GEV GE VERNOVA INC328 sharesnew addition2026-03-312026-04-08

SNDK SANDISK CORP448 sharesnew addition2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP991 shares0.10%2026-03-312026-04-08

INTC INTEL CORP6.3K shares1.72%2026-03-312026-04-08

TT TRANE TECHNOLOGIES PLC666 shares4.39%2026-03-312026-04-08

EOG EOG RES INC1.9K sharesnew addition2026-03-312026-04-08

Sponsored

PFF ISHARES TR9.0K shares0.00%2026-03-312026-04-08

WSM WILLIAMS SONOMA INC1.5K shares-0.86%2026-03-312026-04-08

FDX FEDEX CORP759 shares3.83%2026-03-312026-04-08

HON HONEYWELL INTL INC1.2K sharesnew addition2026-03-312026-04-08

RCL ROYAL CARIBBEAN GROUP977 shares0.10%2026-03-312026-04-08

FTI TECHNIPFMC PLC3.8K sharesnew addition2026-03-312026-04-08

FCX FREEPORT MCMORAN INC4.5K shares10.97%2026-03-312026-04-08

CSX CSX CORP6.4K shares-0.02%2026-03-312026-04-08

Sponsored

VLO VALERO ENERGY CORP1.1K sharesnew addition2026-03-312026-04-08

HOOD ROBINHOOD MKTS INC3.8K shares-0.08%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC2.0K shares0.00%2026-03-312026-04-08

CITIGROUP INC CITIGROUP INC2.3K shares-2.55%2026-03-312026-04-08

MCD MCDONALDS CORP834 shares0.60%2026-03-312026-04-08

DTM DT MIDSTREAM INC1.9K shares0.00%2026-03-312026-04-08

CL COLGATE PALMOLIVE CO3.0K sharesnew addition2026-03-312026-04-08

TROW PRICE T ROWE GROUP INC2.8K shares-9.15%2026-03-312026-04-08

Sponsored

EATON CORP PLC EATON CORP PLC709 shares5.82%2026-03-312026-04-08

TXN TEXAS INSTRS INC1.3K shares-0.84%2026-03-312026-04-08

MSI MOTOROLA SOLUTIONS INC571 shares4.39%2026-03-312026-04-08

JCI JOHNSON CONTROLS INTERNATION1.9K shares-0.85%2026-03-312026-04-08

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D129 shares0.00%2026-03-312026-04-08

SGOV ISHARES TR2.4K sharesnew addition2026-03-312026-04-08

BK BANK NEW YORK MELLON CORP2.0K shares1.50%2026-03-312026-04-08

DFIC DIMENSIONAL ETF TRUST6.8K sharesnew addition2026-03-312026-04-08

Sponsored

UPS UNITED PARCEL SVCS INC2.4K shares5.00%2026-03-312026-04-08

HUBBELL INC HUBBELL INC486 shares0.00%2026-03-312026-04-08

VRT VERTIV HOLDINGS CO947 sharesnew addition2026-03-312026-04-08

IBCA ISHARES TR9.2K sharesnew addition2026-03-312026-04-08

CAH CARDINAL HEALTH INC1.1K shares-0.36%2026-03-312026-04-08

COHERENT CORP COHERENT CORP977 sharesnew addition2026-03-312026-04-08

HWM HOWMET AEROSPACE INC1.0K sharesnew addition2026-03-312026-04-08

DIS DISNEY WALT CO2.4K shares-14.32%2026-03-312026-04-08

Sponsored

ISHARES TR ISHARES TR8.9K sharesnew addition2026-03-312026-04-08

BP BP PLC4.8K sharesnew addition2026-03-312026-04-08

VPL VANGUARD INTL EQUITY INDEX F2.3K shares0.00%2026-03-312026-04-08

TRGP TARGA RES CORP890 sharesnew addition2026-03-312026-04-08

HAL HALLIBURTON CO5.6K sharesnew addition2026-03-312026-04-08

DFEM DIMENSIONAL ETF TRUST6.3K sharesnew addition2026-03-312026-04-08

XEL XCEL ENERGY INC2.7K shares-2.40%2026-03-312026-04-08

IEUS ISHARES TR3.2K shares0.00%2026-03-312026-04-08

Sponsored

NRG NRG ENERGY INC1.5K shares-0.07%2026-03-312026-04-08

PANW PALO ALTO NETWORKS INC1.3K shares-0.07%2026-03-312026-04-08

EQT CORP EQT CORP3.4K sharesnew addition2026-03-312026-04-08

NVT NVENT ELEC PLC1.8K sharesnew addition2026-03-312026-04-08

CASY CASEYS GEN STORES INC291 sharesnew addition2026-03-312026-04-08

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC906 sharesnew addition2026-03-312026-04-08

BKNG BOOKING HOLDINGS INC50 shares-16.67%2026-03-312026-04-08

WWD WOODWARD INC585 sharesnew addition2026-03-312026-04-08

Sponsored

USFD US FOODS HLDG CORP2.3K sharesnew addition2026-03-312026-04-08

IJS ISHARES TR1.8K sharesnew addition2026-03-312026-04-08

SLB SLB LIMITED4.0K sharesnew addition2026-03-312026-04-08

APP APPLOVIN CORP507 shares-40.28%2026-03-312026-04-08

ARISTA NETWORKS INC ARISTA NETWORKS INC1.6K shares3.04%2026-03-312026-04-08

F FORD MTR CO15.3K shares1.71%2026-03-312026-04-08

INNVENTURE INC INNVENTURE INC30.5K sharesnew addition2026-03-312026-04-08

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares2.4M

Event2026-03-31

Filed2026-04-08

AVUS

AMERICAN CENTY ETF TR

-28.81%

Shares878.1K

Event2026-03-31

Filed2026-04-08

DCOR

DIMENSIONAL ETF TRUST

269.72%

Shares831.3K

Event2026-03-31

Filed2026-04-08

AVDE

AMERICAN CENTY ETF TR

-2.20%

Shares456.9K

Event2026-03-31

Filed2026-04-08

DFSI

DIMENSIONAL ETF TRUST

-1.70%

Shares840.4K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

0.86%

Shares119.5K

Event2026-03-31

Filed2026-04-08

AVEM

AMERICAN CENTY ETF TR

-1.73%

Shares352.8K

Event2026-03-31

Filed2026-04-08

DFSB

DIMENSIONAL ETF TRUST

2.18%

Shares526.4K

Event2026-03-31

Filed2026-04-08

DFSE

DIMENSIONAL ETF TRUST

-1.99%

Shares546.2K

Event2026-03-31

Filed2026-04-08

DFAU

DIMENSIONAL ETF TRUST

-8.96%

Shares488.3K

Event2026-03-31

Filed2026-04-08

AVDV

AMERICAN CENTY ETF TR

-3.34%

Shares204.8K

Event2026-03-31

Filed2026-04-08

AVRE

AMERICAN CENTY ETF TR

3.59%

Shares424.2K

Event2026-03-31

Filed2026-04-08

VMBS

VANGUARD SCOTTSDALE FDS

1.96%

Shares387.3K

Event2026-03-31

Filed2026-04-08

DISV

DIMENSIONAL ETF TRUST

-1.68%

Shares457.3K

Event2026-03-31

Filed2026-04-08

AVUV

AMERICAN CENTY ETF TR

1.22%

Shares158.8K

Event2026-03-31

Filed2026-04-08

DFGP

DIMENSIONAL ETF TRUST

11.38%

Shares324.4K

Event2026-03-31

Filed2026-04-08

DFGR

DIMENSIONAL ETF TRUST

-1.39%

Shares646.0K

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

-1.10%

Shares414.2K

Event2026-03-31

Filed2026-04-08

GLDM

WORLD GOLD TR

4.27%

Shares173.3K

Event2026-03-31

Filed2026-04-08

DFAT

DIMENSIONAL ETF TRUST

-1.37%

Shares253.1K

Event2026-03-31

Filed2026-04-08

OEF

ISHARES TR

12.85%

Shares414.3K

Event2026-03-31

Filed2026-04-08

IBID

ISHARES TR

25.44%

Shares342.5K

Event2026-03-31

Filed2026-04-08

IBIE

ISHARES TR

25.10%

Shares333.4K

Event2026-03-31

Filed2026-04-08

IBIC

ISHARES TR

5.51%

Shares330.1K

Event2026-03-31

Filed2026-04-08

DFAE

DIMENSIONAL ETF TRUST

-0.88%

Shares247.6K

Event2026-03-31

Filed2026-04-08

IBIF

ISHARES TR

31.06%

Shares318.4K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

7.58%

Shares25.5K

Event2026-03-31

Filed2026-04-08

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares104.9K

Event2026-03-31

Filed2026-04-08

IBIG

ISHARES TR

28.51%

Shares278.5K

Event2026-03-31

Filed2026-04-08

IBDS

ISHARES TR

27.26%

Shares250.3K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

4.41%

Shares16.2K

Event2026-03-31

Filed2026-04-08

IBDT

ISHARES TR

27.01%

Shares234.8K

Event2026-03-31

Filed2026-04-08

IBIH

ISHARES TR

28.69%

Shares225.7K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-18.52%

Shares32.8K

Event2026-03-31

Filed2026-04-08

IBDR

ISHARES TR

7.01%

Shares228.1K

Event2026-03-31

Filed2026-04-08

IBDV

ISHARES TR

31.69%

Shares212.4K

Event2026-03-31

Filed2026-04-08

AVIG

AMERICAN CENTY ETF TR

-2.98%

Shares101.0K

Event2026-03-31

Filed2026-04-08

IBMQ

ISHARES TR

25.38%

Shares160.3K

Event2026-03-31

Filed2026-04-08

IBMS

ISHARES TR

32.72%

Shares148.1K

Event2026-03-31

Filed2026-04-08

DFSV

DIMENSIONAL ETF TRUST

-15.34%

Shares107.0K

Event2026-03-31

Filed2026-04-08

IBMP

ISHARES TR

-22.52%

Shares144.1K

Event2026-03-31

Filed2026-04-08

IBMT

ISHARES TR

231.02%

Shares140.7K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-13.48%

Shares16.7K

Event2026-03-31

Filed2026-04-08

IBMO

ISHARES TR

-36.27%

Shares133.1K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.35%

Shares11.8K

Event2026-03-31

Filed2026-04-08

IBDW

ISHARES TR

36.62%

Shares157.9K

Event2026-03-31

Filed2026-04-08

DUSB

DIMENSIONAL ETF TRUST

-9.47%

Shares62.5K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-3.33%

Shares10.9K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

0.06%

Shares9.3K

Event2026-03-31

Filed2026-04-08

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares53.1K

Event2026-03-31

Filed2026-04-08