DIMENSIONAL ETF TRUST

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

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

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

Q4 2025
Shares 462,688 Value ($000) $15,070 Avg Close — Range —
Q3 2025
Shares 476,250 Value ($000) $15,016 Avg Close — Range —
Q2 2025
Shares 471,205 Value ($000) $13,641 Avg Close — Range —
Q1 2025
Shares 501,578 Value ($000) $12,986 Avg Close — Range —
Q4 2024
Shares 486,813 Value ($000) $12,350 Avg Close — Range —
Q3 2024
Shares 477,680 Value ($000) $13,093 Avg Close — Range —
Q2 2024
Shares 428,370 Value ($000) $11,082 Avg Close — Range —
Q1 2024
Shares 407,999 Value ($000) $10,086 Avg Close — Range —
Q4 2023
Shares 352,497 Value ($000) $8,499 Avg Close — Range —
Q3 2023
Shares 366,535 Value ($000) $8,273 Avg Close — Range —