DIMENSIONAL ETF TRUST

Ticker: DFAS CUSIP: 25434V500 Class: ETF

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 313,146 Value ($000) $21,817 Avg Close — Range —
Q3 2025
Shares 333,502 Value ($000) $22,832 Avg Close — Range —
Q2 2025
Shares 334,148 Value ($000) $21,289 Avg Close — Range —
Q1 2025
Shares 311,970 Value ($000) $18,640 Avg Close — Range —
Q4 2024
Shares 310,231 Value ($000) $20,190 Avg Close — Range —
Q3 2024
Shares 318,770 Value ($000) $20,675 Avg Close — Range —
Q2 2024
Shares 317,290 Value ($000) $19,063 Avg Close — Range —
Q1 2024
Shares 311,796 Value ($000) $19,437 Avg Close — Range —
Q4 2023
Shares 313,093 Value ($000) $18,667 Avg Close — Range —
Q3 2023
Shares 311,752 Value ($000) $16,364 Avg Close — Range —
Q2 2023
Shares 309,886 Value ($000) $16,982 Avg Close — Range —
Q1 2023
Shares 300,071 Value ($000) $15,754 Avg Close — Range —
Q4 2022
Shares 311,283 Value ($000) $15,922 Avg Close — Range —
Q3 2022
Shares 167,202 Value ($000) $8,016 Avg Close — Range —
Q2 2022
Shares 159,783 Value ($000) $7,668 Avg Close — Range —
Q4 2021
Shares 142,094 Value ($000) $7,909 Avg Close — Range —