DIMENSIONAL ETF TRUST

Ticker: DFAS CUSIP: 25434V500 Class: ETF

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 73,337 Value ($000) $5,109 Avg Close Range
Q3 2025
Shares 73,264 Value ($000) $5,016 Avg Close Range
Q2 2025
Shares 64,000 Value ($000) $4,077 Avg Close Range
Q1 2025
Shares 142,870 Value ($000) $8,536 Avg Close Range
Q4 2024
Shares 137,608 Value ($000) $8,956 Avg Close Range
Q3 2024
Shares 143,800 Value ($000) $9,327 Avg Close Range