DIMENSIONAL ETF TRUST

Ticker: DFAS CUSIP: 25434V500 Class: ETF

Envision Financial Planning, LLC's Holding History (CIK: 0001964460)

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

Q4 2025
Shares 143,062 Value ($000) $9,967 Avg Close Range
Q3 2025
Shares 140,447 Value ($000) $9,615 Avg Close Range
Q2 2025
Shares 134,494 Value ($000) $8,569 Avg Close Range
Q1 2025
Shares 146,150 Value ($000) $8,732 Avg Close Range
Q4 2024
Shares 142,264 Value ($000) $9,259 Avg Close Range
Q3 2024
Shares 141,515 Value ($000) $9,179 Avg Close Range
Q2 2024
Shares 92,022 Value ($000) $5,529 Avg Close Range
Q1 2024
Shares 85,970 Value ($000) $5,359 Avg Close Range
Q4 2023
Shares 80,031 Value ($000) $4,771 Avg Close Range
Q3 2023
Shares 75,449 Value ($000) $3,960 Avg Close Range