| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| DDIMENSIONAL ETF TRUSTDFIC | 56.14% | 55.8% | $56.8M | 1.5M | $68.1M | 1.9M | -391,850-20.45% | Reduce | |
| DDIMENSIONAL ETF TRUSTDFEM | 24.54% | 25.56% | $24.8M | 610,769 | $31.2M | 902,483 | -291,714-32.32% | Reduce | |
| DDIMENSIONAL ETF TRUSTDISV | 13.4% | 13.21% | $13.6M | 337,798 | $16.1M | 408,578 | -70,780-17.32% | Reduce | |
| SSTATE STR SPDR S&P 500 ETF TSPY | 3% | 2.17% | $3.0M | 4,056 | $2.6M | 4,056 | 00.00% | Unchanged | |
| SSCRIPPS E W CO OHIO CL A NEWSSP | 2.92% | 3.25% | $3.0M | 1.1M | $4.0M | 1.1M | 00.00% | Unchanged |
