| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 48 | $149M | +$16.3M | -$3.27M | +$13M | DFAC, DFAI, VTI, VEA, DFAE | 13F-HR | 8/6/2024, 10:12 AM |
| Q1 2024 | 47 | $135M | +$12.9M | -$3.63M | +$9.22M | DFAC, DFAI, VTI, VEA, DFAE | 13F-HR | 5/7/2024, 05:47 PM |
| Q4 2023 | 43 | $117M | $0 | $0 | DFAC, DFAI, VTI, VEA, DFAE | 13F-HR | 2/1/2024, 02:22 PM |