DIMENSIONAL ETF TRUST

Ticker: DFAS CUSIP: 25434V500 Class: ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 17,625 Value ($000) $1,228 Avg Close — Range —
Q3 2025
Shares 17,625 Value ($000) $1,207 Avg Close — Range —
Q2 2025
Shares 17,625 Value ($000) $1,123 Avg Close — Range —
Q1 2025
Shares 17,625 Value ($000) $1,053 Avg Close — Range —
Q4 2024
Shares 17,625 Value ($000) $1,147 Avg Close — Range —
Q3 2024
Shares 17,625 Value ($000) $1,143 Avg Close — Range —
Q2 2024
Shares 17,625 Value ($000) $1,059 Avg Close — Range —
Q1 2024
Shares 17,625 Value ($000) $1,099 Avg Close — Range —
Q4 2023
Shares 12,404 Value ($000) $740 Avg Close — Range —
Q3 2023
Shares 12,404 Value ($000) $651 Avg Close — Range —
Q2 2023
Shares 12,404 Value ($000) $680 Avg Close — Range —
Q1 2023
Shares 12,404 Value ($000) $654 Avg Close — Range —
Q4 2022
Shares 12,404 Value ($000) $634 Avg Close — Range —
Q3 2022
Shares 12,404 Value ($000) $577 Avg Close — Range —
Q2 2022
Shares 12,404 Value ($000) $595 Avg Close — Range —
Q1 2022
Shares 12,404 Value ($000) $695 Avg Close — Range —
Q4 2021
Shares 12,404 Value ($000) $744 Avg Close — Range —
Q3 2021
Shares 12,404 Value ($000) $713 Avg Close — Range —
Q2 2021
Shares 12,404 Value ($000) $724 Avg Close — Range —