DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 12,195 Value ($000) $726 Avg Close — Range —
Q3 2025
Shares 12,186 Value ($000) $709 Avg Close — Range —
Q2 2025
Shares 12,186 Value ($000) $658 Avg Close — Range —
Q1 2025
Shares 12,197 Value ($000) $628 Avg Close — Range —
Q4 2024
Shares 12,197 Value ($000) $679 Avg Close — Range —
Q3 2024
Shares 12,186 Value ($000) $678 Avg Close — Range —
Q2 2024
Shares 12,205 Value ($000) $633 Avg Close — Range —
Q1 2024
Shares 12,186 Value ($000) $663 Avg Close — Range —
Q4 2023
Shares 4,263 Value ($000) $223 Avg Close — Range —
Q4 2021
Shares 4,263 Value ($000) $203 Avg Close — Range —