DIMENSIONAL ETF TRUST

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

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 400,278 Value ($000) $13,037 Avg Close Range
Q3 2025
Shares 399,388 Value ($000) $12,593 Avg Close Range
Q2 2025
Shares 384,965 Value ($000) $11,145 Avg Close Range
Q1 2025
Shares 386,807 Value ($000) $10,014 Avg Close Range
Q4 2024
Shares 388,458 Value ($000) $9,855 Avg Close Range
Q3 2024
Shares 393,519 Value ($000) $10,786 Avg Close Range