DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 123,072 Value ($000) $7,328 Avg Close Range
Q3 2025
Shares 123,911 Value ($000) $7,213 Avg Close Range
Q2 2025
Shares 123,150 Value ($000) $6,645 Avg Close Range
Q1 2025
Shares 129,214 Value ($000) $6,653 Avg Close Range
Q4 2024
Shares 277,919 Value ($000) $15,469 Avg Close Range
Q3 2024
Shares 280,282 Value ($000) $15,592 Avg Close Range
Q2 2024
Shares 285,261 Value ($000) $14,797 Avg Close Range
Q1 2024
Shares 287,309 Value ($000) $15,638 Avg Close Range
Q4 2023
Shares 292,678 Value ($000) $15,316 Avg Close Range
Q3 2023
Shares 314,015 Value ($000) $14,347 Avg Close Range