DIMENSIONAL ETF TRUST

Ticker: DFAS CUSIP: 25434V500 Class: ETF

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 4,270 Value ($000) $297 Avg Close Range
Q3 2025
Shares 4,270 Value ($000) $292 Avg Close Range
Q2 2025
Shares 4,270 Value ($000) $272 Avg Close Range
Q1 2025
Shares 4,270 Value ($000) $255 Avg Close Range
Q4 2024
Shares 4,270 Value ($000) $278 Avg Close Range
Q3 2024
Shares 4,270 Value ($000) $277 Avg Close Range
Q2 2024
Shares 4,270 Value ($000) $257 Avg Close Range
Q1 2024
Shares 4,270 Value ($000) $266 Avg Close Range
Q4 2023
Shares 4,270 Value ($000) $255 Avg Close Range
Q3 2023
Shares 4,270 Value ($000) $224 Avg Close Range
Q2 2023
Shares 4,270 Value ($000) $234 Avg Close Range
Q1 2023
Shares 4,270 Value ($000) $225 Avg Close Range
Q4 2022
Shares 4,270 Value ($000) $218 Avg Close Range
Q2 2022
Shares 4,270 Value ($000) $205 Avg Close Range