DIMENSIONAL ETF TRUST

Ticker: DFUS CUSIP: 25434V401 Class: COM

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 176,223 Value ($000) $13,070 Avg Close — Range —
Q3 2025
Shares 158,398 Value ($000) $11,474 Avg Close — Range —
Q2 2025
Shares 148,913 Value ($000) $9,980 Avg Close — Range —
Q1 2025
Shares 142,307 Value ($000) $8,607 Avg Close — Range —
Q4 2024
Shares 157,909 Value ($000) $10,067 Avg Close — Range —
Q3 2024
Shares 158,257 Value ($000) $9,844 Avg Close — Range —
Q2 2024
Shares 153,656 Value ($000) $9,043 Avg Close — Range —
Q1 2024
Shares 150,914 Value ($000) $8,599 Avg Close — Range —
Q4 2023
Shares 141,374 Value ($000) $7,327 Avg Close — Range —
Q3 2023
Shares 6,630 Value ($000) $309 Avg Close — Range —
Q2 2023
Shares 2,486 Value ($000) $120 Avg Close — Range —
Q1 2023
Shares 2,327 Value ($000) $103 Avg Close — Range —
Q4 2022
Shares 891 Value ($000) $37 Avg Close — Range —
Q2 2022
Shares 829 Value ($000) $34 Avg Close — Range —