DIMENSIONAL ETF TRUST

Ticker: DFUS CUSIP: 25434V401 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 32,096 Value ($000) $2,381 Avg Close — Range —
Q2 2025
Shares 33,442 Value ($000) $2,241 Avg Close — Range —
Q1 2025
Shares 58,429 Value ($000) $3,534 Avg Close — Range —
Q4 2024
Shares 65,339 Value ($000) $4,165 Avg Close — Range —
Q3 2024
Shares 27,977 Value ($000) $1,740 Avg Close — Range —
Q2 2024
Shares 28,057 Value ($000) $1,651 Avg Close — Range —
Q1 2024
Shares 28,232 Value ($000) $1,609 Avg Close — Range —
Q4 2023
Shares 38,379 Value ($000) $1,989 Avg Close — Range —
Q3 2023
Shares 33,809 Value ($000) $1,574 Avg Close — Range —
Q2 2023
Shares 1,822,813 Value ($000) $1,614 Avg Close — Range —
Q1 2023
Shares 1,822,813 Value ($000) $45,443 Avg Close — Range —
Q4 2022
Shares 19,154 Value ($000) $797 Avg Close — Range —
Q3 2022
Shares 23,169 Value ($000) $899 Avg Close — Range —
Q2 2022
Shares 24,267 Value ($000) $989 Avg Close — Range —
Q1 2022
Shares 24,686 Value ($000) $1,210 Avg Close — Range —