DIMENSIONAL ETF TRUST

Ticker: DFAS CUSIP: 25434V500 Class: ETF

Forum Private Client Group LLC's Holding History (CIK: 0001910636)

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

Q4 2025
Shares 288,650 Value ($000) $20,110 Avg Close Range
Q3 2025
Shares 281,707 Value ($000) $19,286 Avg Close Range
Q2 2025
Shares 274,017 Value ($000) $17,458 Avg Close Range
Q1 2025
Shares 258,333 Value ($000) $15,435 Avg Close Range
Q4 2024
Shares 247,744 Value ($000) $16,123 Avg Close Range
Q3 2024
Shares 239,620 Value ($000) $15,542 Avg Close Range
Q2 2024
Shares 228,305 Value ($000) $13,717 Avg Close Range
Q1 2024
Shares 220,431 Value ($000) $13,742 Avg Close Range
Q4 2023
Shares 198,298 Value ($000) $11,823 Avg Close Range
Q2 2023
Shares 158,628 Value ($000) $8,693 Avg Close Range
Q1 2023
Shares 127,849 Value ($000) $6,738 Avg Close Range
Q4 2022
Shares 108,751 Value ($000) $5,563 Avg Close Range
Q3 2022
Shares 102,090 Value ($000) $4,749 Avg Close Range
Q2 2022
Shares 94,472 Value ($000) $4,535 Avg Close Range
Q1 2022
Shares 73,499 Value ($000) $4,120 Avg Close Range