DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 412,629 Value ($000) $24,568 Avg Close — Range —
Q3 2025
Shares 387,662 Value ($000) $22,566 Avg Close — Range —
Q2 2025
Shares 371,598 Value ($000) $20,051 Avg Close — Range —
Q1 2025
Shares 327,020 Value ($000) $16,838 Avg Close — Range —
Q4 2024
Shares 312,233 Value ($000) $17,379 Avg Close — Range —
Q3 2024
Shares 287,772 Value ($000) $16,009 Avg Close — Range —
Q2 2024
Shares 258,965 Value ($000) $13,433 Avg Close — Range —
Q1 2024
Shares 227,557 Value ($000) $12,386 Avg Close — Range —
Q4 2023
Shares 192,869 Value ($000) $10,093 Avg Close — Range —
Q3 2023
Shares 10,109 Value ($000) $462 Avg Close — Range —
Q2 2023
Shares 8,560 Value ($000) $397 Avg Close — Range —
Q1 2023
Shares 10,644 Value ($000) $474 Avg Close — Range —
Q4 2022
Shares 10,704 Value ($000) $470 Avg Close — Range —
Q3 2022
Shares 7,909 Value ($000) $308 Avg Close — Range —
Q2 2021
Shares 5,801 Value ($000) $260 Avg Close — Range —