DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 461,138 Value ($000) $27,456 Avg Close — Range —
Q3 2025
Shares 494,791 Value ($000) $28,802 Avg Close — Range —
Q2 2025
Shares 498,065 Value ($000) $26,876 Avg Close — Range —
Q1 2025
Shares 456,398 Value ($000) $23,500 Avg Close — Range —
Q4 2024
Shares 446,336 Value ($000) $24,843 Avg Close — Range —
Q3 2024
Shares 453,546 Value ($000) $25,231 Avg Close — Range —
Q2 2024
Shares 445,875 Value ($000) $23,128 Avg Close — Range —
Q1 2024
Shares 439,251 Value ($000) $23,908 Avg Close — Range —
Q4 2023
Shares 428,690 Value ($000) $22,433 Avg Close — Range —
Q3 2023
Shares 440,077 Value ($000) $20,107 Avg Close — Range —
Q2 2023
Shares 439,552 Value ($000) $20,391 Avg Close — Range —
Q1 2023
Shares 410,754 Value ($000) $18,139 Avg Close — Range —
Q4 2022
Shares 399,155 Value ($000) $17,543 Avg Close — Range —
Q3 2022
Shares 176,615 Value ($000) $7,153 Avg Close — Range —
Q2 2022
Shares 186,462 Value ($000) $7,419 Avg Close — Range —
Q4 2021
Shares 174,143 Value ($000) $8,033 Avg Close — Range —