DIMENSIONAL ETF TRUST

Ticker: DFAS CUSIP: 25434V500 Class: ETF

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

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

Q4 2025
Shares 31,492 Value ($000) $2,194 Avg Close — Range —
Q3 2025
Shares 31,598 Value ($000) $2,163 Avg Close — Range —
Q2 2025
Shares 31,550 Value ($000) $2,010 Avg Close — Range —
Q1 2025
Shares 31,891 Value ($000) $1,905 Avg Close — Range —
Q4 2024
Shares 34,392 Value ($000) $2,238 Avg Close — Range —
Q3 2024
Shares 35,271 Value ($000) $2,288 Avg Close — Range —
Q2 2024
Shares 35,034 Value ($000) $2,105 Avg Close — Range —
Q1 2024
Shares 33,150 Value ($000) $2,067 Avg Close — Range —
Q4 2023
Shares 30,053 Value ($000) $1,792 Avg Close — Range —
Q3 2023
Shares 4,364 Value ($000) $229 Avg Close — Range —
Q2 2023
Shares 4,161 Value ($000) $228 Avg Close — Range —
Q1 2023
Shares 3,631 Value ($000) $191 Avg Close — Range —
Q4 2022
Shares 3,907 Value ($000) $200 Avg Close — Range —
Q2 2022
Shares 2,095 Value ($000) $101 Avg Close — Range —
Q4 2021
Shares 1,468 Value ($000) $88 Avg Close — Range —