DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 9,779 Value ($000) $582 Avg Close — Range —
Q3 2025
Shares 10,141 Value ($000) $590 Avg Close — Range —
Q2 2025
Shares 14,421 Value ($000) $778 Avg Close — Range —
Q1 2025
Shares 14,687 Value ($000) $756 Avg Close — Range —
Q4 2024
Shares 14,570 Value ($000) $811 Avg Close — Range —
Q3 2024
Shares 14,817 Value ($000) $824 Avg Close — Range —
Q2 2024
Shares 14,809 Value ($000) $768 Avg Close — Range —
Q1 2024
Shares 20,905 Value ($000) $1,138 Avg Close — Range —
Q4 2023
Shares 21,001 Value ($000) $1,099 Avg Close — Range —
Q3 2023
Shares 85,943 Value ($000) $3,927 Avg Close — Range —
Q2 2023
Shares 86,322 Value ($000) $4,004 Avg Close — Range —
Q1 2023
Shares 88,451 Value ($000) $3,936 Avg Close — Range —
Q4 2022
Shares 88,248 Value ($000) $3,879 Avg Close — Range —
Q3 2022
Shares 91,037 Value ($000) $3,548 Avg Close — Range —
Q2 2022
Shares 90,990 Value ($000) $3,660 Avg Close — Range —
Q1 2022
Shares 89,612 Value ($000) $4,174 Avg Close — Range —
Q4 2021
Shares 85,962 Value ($000) $4,085 Avg Close — Range —
Q3 2021
Shares 90,096 Value ($000) $4,000 Avg Close — Range —
Q2 2021
Shares 90,058 Value ($000) $4,035 Avg Close — Range —