DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 14,114 Value ($000) $840 Avg Close Range
Q3 2025
Shares 14,534 Value ($000) $846 Avg Close Range
Q2 2025
Shares 14,815 Value ($000) $799 Avg Close Range
Q1 2025
Shares 11,500 Value ($000) $592 Avg Close Range
Q4 2024
Shares 11,399 Value ($000) $634 Avg Close Range
Q3 2024
Shares 11,474 Value ($000) $638 Avg Close Range
Q2 2024
Shares 11,161 Value ($000) $579 Avg Close Range
Q1 2024
Shares 11,161 Value ($000) $607 Avg Close Range
Q4 2023
Shares 11,861 Value ($000) $621 Avg Close Range
Q3 2023
Shares 8,544 Value ($000) $390 Avg Close Range
Q2 2023
Shares 7,844 Value ($000) $364 Avg Close Range
Q1 2023
Shares 5,931 Value ($000) $264 Avg Close Range
Q4 2022
Shares 5,931 Value ($000) $261 Avg Close Range
Q3 2022
Shares 5,931 Value ($000) $231 Avg Close Range
Q2 2022
Shares 5,931 Value ($000) $239 Avg Close Range
Q1 2022
Shares 5,931 Value ($000) $277 Avg Close Range
Q4 2021
Shares 5,931 Value ($000) $282 Avg Close Range