DIMENSIONAL ETF TRUST

Ticker: DFAE CUSIP: 25434V302 Class: EMGR CRE EQT MNG

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2024
Shares 64,963 Value ($000) $1,648 Avg Close — Range —
Q3 2024
Shares 64,234 Value ($000) $1,761 Avg Close — Range —
Q2 2024
Shares 65,085 Value ($000) $1,684 Avg Close — Range —
Q1 2024
Shares 63,193 Value ($000) $1,562 Avg Close — Range —
Q4 2023
Shares 60,529 Value ($000) $1,459 Avg Close — Range —
Q3 2023
Shares 58,751 Value ($000) $1,326 Avg Close — Range —
Q2 2023
Shares 57,312 Value ($000) $1,345 Avg Close — Range —
Q1 2023
Shares 56,801 Value ($000) $1,308 Avg Close — Range —
Q4 2022
Shares 55,710 Value ($000) $1,223 Avg Close — Range —
Q3 2022
Shares 58,132 Value ($000) $1,168 Avg Close — Range —
Q2 2022
Shares 56,068 Value ($000) $1,299 Avg Close — Range —
Q1 2022
Shares 53,852 Value ($000) $1,413 Avg Close — Range —