DIMENSIONAL ETF TRUST

Ticker: DFVX CUSIP: 25434V641 Class: US LARGE CAP VEC

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holding History (CIK: 0002011649)

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

Q4 2025
Shares 40,225 Value ($000) $3,147 Avg Close — Range —
Q3 2025
Shares 44,242 Value ($000) $3,205 Avg Close — Range —
Q2 2025
Shares 68,686 Value ($000) $4,734 Avg Close — Range —
Q1 2025
Shares 71,267 Value ($000) $4,570 Avg Close — Range —
Q4 2024
Shares 83,630 Value ($000) $5,460 Avg Close — Range —
Q3 2024
Shares 80,588 Value ($000) $5,280 Avg Close — Range —
Q2 2024
Shares 35,448 Value ($000) $2,202 Avg Close — Range —
Q1 2024
Shares 30,777 Value ($000) $1,928 Avg Close — Range —
Q4 2023
Shares 21,931 Value ($000) $1,231 Avg Close — Range —