DIMENSIONAL ETF TRUST

Ticker: DFUS CUSIP: 25434V401 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 81,765 Value ($000) $6,064 Avg Close — Range —
Q3 2025
Shares 84,485 Value ($000) $6,120 Avg Close — Range —
Q2 2025
Shares 85,055 Value ($000) $5,700 Avg Close — Range —
Q1 2025
Shares 87,701 Value ($000) $5,304 Avg Close — Range —
Q4 2024
Shares 86,165 Value ($000) $5,493 Avg Close — Range —
Q3 2024
Shares 87,043 Value ($000) $5,414 Avg Close — Range —
Q2 2024
Shares 86,955 Value ($000) $5,117 Avg Close — Range —
Q1 2024
Shares 91,108 Value ($000) $5,191 Avg Close — Range —
Q4 2023
Shares 91,074 Value ($000) $4,720 Avg Close — Range —
Q3 2023
Shares 129,843 Value ($000) $6,044 Avg Close — Range —
Q2 2023
Shares 121,968 Value ($000) $5,874 Avg Close — Range —
Q1 2023
Shares 133,570 Value ($000) $5,935 Avg Close — Range —
Q4 2022
Shares 134,504 Value ($000) $5,597 Avg Close — Range —
Q3 2022
Shares 144,292 Value ($000) $5,601 Avg Close — Range —
Q2 2022
Shares 141,987 Value ($000) $5,786 Avg Close — Range —
Q1 2022
Shares 140,288 Value ($000) $6,877 Avg Close — Range —
Q4 2021
Shares 132,309 Value ($000) $6,840 Avg Close — Range —
Q3 2021
Shares 140,826 Value ($000) $6,641 Avg Close — Range —
Q2 2021
Shares 141,706 Value ($000) $6,677 Avg Close — Range —