DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 10,207,476 Value ($000) $607,753 Avg Close — Range —
Q3 2025
Shares 9,753,142 Value ($000) $567,730 Avg Close — Range —
Q2 2025
Shares 9,353,565 Value ($000) $504,718 Avg Close — Range —
Q1 2025
Shares 8,877,036 Value ($000) $457,079 Avg Close — Range —
Q4 2024
Shares 8,944,962 Value ($000) $497,877 Avg Close — Range —
Q3 2024
Shares 8,783,379 Value ($000) $488,619 Avg Close — Range —
Q2 2024
Shares 8,629,041 Value ($000) $447,588 Avg Close — Range —
Q1 2024
Shares 9,086,153 Value ($000) $494,559 Avg Close — Range —
Q4 2023
Shares 9,168,412 Value ($000) $479,783 Avg Close — Range —
Q3 2023
Shares 8,948,684 Value ($000) $408,865 Avg Close — Range —
Q2 2023
Shares 8,349,302 Value ($000) $387,324 Avg Close — Range —
Q1 2023
Shares 6,119,953 Value ($000) $272,338 Avg Close — Range —
Q4 2022
Shares 5,807,423 Value ($000) $255,236 Avg Close — Range —
Q3 2022
Shares 5,674,203 Value ($000) $221,124 Avg Close — Range —
Q2 2022
Shares 5,329,690 Value ($000) $214,360 Avg Close — Range —
Q1 2022
Shares 5,021,262 Value ($000) $233,890 Avg Close — Range —
Q4 2021
Shares 4,620,664 Value ($000) $219,574 Avg Close — Range —