DIMENSIONAL ETF TRUST

Ticker: DFUS CUSIP: 25434V401 Class: COM

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 110,906 Value ($000) $8,226 Avg Close — Range —
Q3 2025
Shares 123,434 Value ($000) $8,942 Avg Close — Range —
Q2 2025
Shares 124,188 Value ($000) $8,323 Avg Close — Range —
Q1 2025
Shares 124,428 Value ($000) $7,525 Avg Close — Range —
Q4 2024
Shares 122,631 Value ($000) $7,818 Avg Close — Range —
Q3 2024
Shares 130,831 Value ($000) $8,138 Avg Close — Range —
Q2 2024
Shares 131,497 Value ($000) $7,739 Avg Close — Range —
Q1 2024
Shares 82,922 Value ($000) $4,725 Avg Close — Range —
Q4 2023
Shares 82,922 Value ($000) $4,298 Avg Close — Range —
Q3 2023
Shares 72,858 Value ($000) $3,392 Avg Close — Range —
Q2 2023
Shares 64,441 Value ($000) $3,103 Avg Close — Range —
Q1 2023
Shares 64,441 Value ($000) $2,863 Avg Close — Range —
Q4 2022
Shares 64,441 Value ($000) $2,681 Avg Close — Range —
Q3 2022
Shares 64,441 Value ($000) $2,501 Avg Close — Range —
Q2 2022
Shares 64,441 Value ($000) $2,625 Avg Close — Range —
Q1 2022
Shares 64,441 Value ($000) $3,158 Avg Close — Range —
Q4 2021
Shares 64,441 Value ($000) $3,331 Avg Close — Range —
Q3 2021
Shares 65,395 Value ($000) $3,084 Avg Close — Range —
Q2 2021
Shares 65,505 Value ($000) $3,086 Avg Close — Range —