DIMENSIONAL ETF TRUST

Ticker: DFAI CUSIP: 25434V203 Class: INTL CORE EQT MK

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

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

Q4 2025
Shares 396,380 Value ($000) $15,106 Avg Close Range
Q3 2025
Shares 404,919 Value ($000) $14,719 Avg Close Range
Q2 2025
Shares 395,088 Value ($000) $13,658 Avg Close Range
Q1 2025
Shares 399,619 Value ($000) $12,480 Avg Close Range
Q4 2024
Shares 394,933 Value ($000) $11,532 Avg Close Range
Q3 2024
Shares 373,436 Value ($000) $11,868 Avg Close Range
Q2 2024
Shares 326,111 Value ($000) $9,676 Avg Close Range
Q1 2024
Shares 311,836 Value ($000) $9,424 Avg Close Range
Q4 2023
Shares 300,198 Value ($000) $8,598 Avg Close Range
Q3 2023
Shares 305,486 Value ($000) $7,976 Avg Close Range