DIMENSIONAL 2040 TARGET DT RTR INC INSTL

Ticker: DRIHX CUSIP: 25239Y477 Class: EQUITY FUNDS

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

Increased Positions (1)

Coston, McIsaac & Partners
Value ($000) $0 (0.0%) Shares 292 (+3.2%)