DIMENSIONAL ETF TRUST

Ticker: DFAS CUSIP: 25434V500 Class: ETF

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 6,305 Value ($000) $439 Avg Close Range
Q3 2025
Shares 9,167 Value ($000) $628 Avg Close Range
Q2 2025
Shares 7,618 Value ($000) $485 Avg Close Range
Q1 2025
Shares 7,577 Value ($000) $453 Avg Close Range
Q4 2024
Shares 7,488 Value ($000) $487 Avg Close Range
Q3 2024
Shares 6,556 Value ($000) $425 Avg Close Range
Q2 2024
Shares 3,665 Value ($000) $220 Avg Close Range