DIMENSIONAL ETF TRUST

Ticker: DFAU CUSIP: 25434V104 Class: US CORE EQT MKT

Envision Financial Planning, LLC's Holding History (CIK: 0001964460)

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

Q4 2025
Shares 500,004 Value ($000) $23,400 Avg Close — Range —
Q3 2025
Shares 510,893 Value ($000) $23,378 Avg Close — Range —
Q2 2025
Shares 493,050 Value ($000) $20,886 Avg Close — Range —
Q1 2025
Shares 494,701 Value ($000) $19,016 Avg Close — Range —
Q4 2024
Shares 522,402 Value ($000) $21,152 Avg Close — Range —
Q3 2024
Shares 511,623 Value ($000) $20,306 Avg Close — Range —
Q2 2024
Shares 439,647 Value ($000) $16,482 Avg Close — Range —
Q1 2024
Shares 430,889 Value ($000) $15,745 Avg Close — Range —
Q4 2023
Shares 420,605 Value ($000) $13,985 Avg Close — Range —
Q3 2023
Shares 429,490 Value ($000) $12,863 Avg Close — Range —