DIMENSIONAL ETF TRUST

Ticker: DFAS CUSIP: 25434V500 Class: ETF

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 168,102 Value ($000) $11,712 Avg Close — Range —
Q3 2025
Shares 163,897 Value ($000) $11,220 Avg Close — Range —
Q2 2025
Shares 156,885 Value ($000) $10 Avg Close — Range —
Q1 2025
Shares 153,984 Value ($000) $9 Avg Close — Range —
Q4 2024
Shares 146,735 Value ($000) $10 Avg Close — Range —
Q3 2024
Shares 141,019 Value ($000) $9 Avg Close — Range —
Q2 2024
Shares 10,583 Value ($000) $1 Avg Close — Range —