DIMENSIONAL ETF TRUST

Ticker: DFUS CUSIP: 25434V401 Class: COM

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q2 2025
Shares 3,106 Value ($000) $208 Avg Close — Range —
Q1 2025
Shares 3,980 Value ($000) $241 Avg Close — Range —
Q4 2024
Shares 5,114 Value ($000) $326 Avg Close — Range —
Q3 2024
Shares 5,108 Value ($000) $318 Avg Close — Range —
Q2 2024
Shares 5,244 Value ($000) $309 Avg Close — Range —
Q1 2024
Shares 4,890 Value ($000) $279 Avg Close — Range —
Q4 2023
Shares 4,993 Value ($000) $259 Avg Close — Range —
Q3 2023
Shares 5,563 Value ($000) $259 Avg Close — Range —
Q2 2023
Shares 5,789 Value ($000) $279 Avg Close — Range —
Q1 2023
Shares 6,395 Value ($000) $284 Avg Close — Range —