DIMENSIONAL ETF TRUST

Ticker: DFUS CUSIP: 25434V401 Class: COM

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 1,196,915 Value ($000) $88,775 Avg Close — Range —
Q3 2025
Shares 1,212,084 Value ($000) $87,803 Avg Close — Range —
Q2 2025
Shares 1,219,630 Value ($000) $81,740 Avg Close — Range —
Q1 2025
Shares 1,232,446 Value ($000) $74,538 Avg Close — Range —
Q4 2024
Shares 1,261,486 Value ($000) $80,420 Avg Close — Range —
Q3 2024
Shares 1,226,518 Value ($000) $76,289 Avg Close — Range —
Q2 2024
Shares 1,251,487 Value ($000) $73,650 Avg Close — Range —
Q1 2024
Shares 1,355,438 Value ($000) $77,233 Avg Close — Range —
Q4 2023
Shares 1,384,231 Value ($000) $71,745 Avg Close — Range —
Q3 2023
Shares 1,419,443 Value ($000) $66,075 Avg Close — Range —
Q2 2023
Shares 1,444,402 Value ($000) $69,562 Avg Close — Range —
Q1 2023
Shares 1,426,747 Value ($000) $63,390 Avg Close — Range —
Q4 2022
Shares 1,437,856 Value ($000) $59,829 Avg Close — Range —
Q3 2022
Shares 1,335,158 Value ($000) $51,831 Avg Close — Range —
Q2 2022
Shares 1,347,452 Value ($000) $54,909 Avg Close — Range —
Q1 2022
Shares 1,361,858 Value ($000) $66,758 Avg Close — Range —
Q4 2021
Shares 1,374,213 Value ($000) $71,047 Avg Close — Range —