DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 4,183,471 Value ($000) $249,084 Avg Close — Range —
Q2 2025
Shares 3,270,120 Value ($000) $176,456 Avg Close — Range —
Q1 2025
Shares 3,016,203 Value ($000) $155,304 Avg Close — Range —
Q4 2024
Shares 2,231,308 Value ($000) $124,195 Avg Close — Range —
Q3 2024
Shares 1,848,655 Value ($000) $102,841 Avg Close — Range —
Q2 2024
Shares 1,560,315 Value ($000) $80,934 Avg Close — Range —
Q1 2024
Shares 1,317,564 Value ($000) $71,715 Avg Close — Range —
Q4 2023
Shares 1,262,902 Value ($000) $66,088 Avg Close — Range —
Q3 2023
Shares 1,205,333 Value ($000) $55,072 Avg Close — Range —
Q2 2023
Shares 1,083,013 Value ($000) $54,367 Avg Close — Range —
Q1 2023
Shares 221,086 Value ($000) $11,651 Avg Close — Range —
Q4 2022
Shares 988,878 Value ($000) $43,461 Avg Close — Range —
Q3 2022
Shares 908,455 Value ($000) $35,402 Avg Close — Range —
Q2 2022
Shares 859,266 Value ($000) $34,560 Avg Close — Range —
Q1 2022
Shares 757,013 Value ($000) $35,262 Avg Close — Range —
Q2 2021
Shares 383,152 Value ($000) $17,166 Avg Close — Range —