DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 124,095 Value ($000) $7,389 Avg Close — Range —
Q3 2025
Shares 125,048 Value ($000) $7,279 Avg Close — Range —
Q2 2025
Shares 115,578 Value ($000) $6,237 Avg Close — Range —
Q1 2025
Shares 187,952 Value ($000) $9,678 Avg Close — Range —
Q4 2024
Shares 192,073 Value ($000) $10,691 Avg Close — Range —
Q3 2024
Shares 199,987 Value ($000) $11,125 Avg Close — Range —