DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 176,755 Value ($000) $10,524 Avg Close — Range —
Q3 2025
Shares 176,910 Value ($000) $10,298 Avg Close — Range —
Q2 2025
Shares 182,896 Value ($000) $9,869 Avg Close — Range —
Q1 2025
Shares 184,499 Value ($000) $9,500 Avg Close — Range —
Q4 2024
Shares 185,780 Value ($000) $10,340 Avg Close — Range —
Q3 2024
Shares 187,488 Value ($000) $10,430 Avg Close — Range —
Q2 2024
Shares 186,873 Value ($000) $9,693 Avg Close — Range —
Q1 2024
Shares 187,326 Value ($000) $10,196 Avg Close — Range —
Q4 2023
Shares 198,250 Value ($000) $10,374 Avg Close — Range —
Q3 2023
Shares 192,664 Value ($000) $8,803 Avg Close — Range —
Q2 2023
Shares 99,758 Value ($000) $4,628 Avg Close — Range —
Q1 2023
Shares 99,758 Value ($000) $4,439 Avg Close — Range —
Q4 2022
Shares 99,883 Value ($000) $4,390 Avg Close — Range —
Q3 2022
Shares 99,883 Value ($000) $3,892 Avg Close — Range —
Q2 2022
Shares 99,883 Value ($000) $4,017 Avg Close — Range —
Q1 2022
Shares 100,008 Value ($000) $4,658 Avg Close — Range —
Q4 2021
Shares 100,008 Value ($000) $4,752 Avg Close — Range —
Q3 2021
Shares 100,008 Value ($000) $4,440 Avg Close — Range —
Q2 2021
Shares 100,008 Value ($000) $4,480 Avg Close — Range —