DIMENSIONAL ETF TRUST

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

Patriot Financial Group Insurance Agency, LLC's Holding History (CIK: 0001694883)

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

Q4 2025
Shares 28,325 Value ($000) $923 Avg Close — Range —
Q3 2025
Shares 28,325 Value ($000) $893 Avg Close — Range —
Q2 2025
Shares 25,347 Value ($000) $734 Avg Close — Range —
Q1 2025
Shares 24,114 Value ($000) $624 Avg Close — Range —
Q4 2024
Shares 24,209 Value ($000) $614 Avg Close — Range —
Q3 2024
Shares 24,278 Value ($000) $665 Avg Close — Range —
Q2 2024
Shares 24,291 Value ($000) $628 Avg Close — Range —
Q1 2024
Shares 24,350 Value ($000) $602 Avg Close — Range —
Q4 2023
Shares 23,645 Value ($000) $570 Avg Close — Range —
Q3 2023
Shares 37,176 Value ($000) $839 Avg Close — Range —
Q2 2023
Shares 63,295 Value ($000) $1,485 Avg Close — Range —
Q3 2022
Shares 10,565 Value ($000) $212 Avg Close — Range —
Q2 2022
Shares 11,446 Value ($000) $265 Avg Close — Range —
Q1 2022
Shares 8,916 Value ($000) $234 Avg Close — Range —
Q4 2021
Shares 7,488 Value ($000) $205 Avg Close — Range —
Q3 2021
Shares 7,160 Value ($000) $195 Avg Close — Range —