DIMENSIONAL ETF TRUST

Ticker: DFGR CUSIP: 25434V658 Class: Mutual Funds

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 957,430 Value ($000) $25,295 Avg Close — Range —
Q3 2025
Shares 869,361 Value ($000) $23,742 Avg Close — Range —
Q2 2025
Shares 831,157 Value ($000) $22,300 Avg Close — Range —
Q1 2025
Shares 807,988 Value ($000) $21,218 Avg Close — Range —
Q4 2024
Shares 741,406 Value ($000) $18,936 Avg Close — Range —
Q3 2024
Shares 690,694 Value ($000) $19,933 Avg Close — Range —
Q2 2024
Shares 649,879 Value ($000) $16,240 Avg Close — Range —
Q1 2024
Shares 517,460 Value ($000) $13,211 Avg Close — Range —
Q4 2023
Shares 407,311 Value ($000) $10,582 Avg Close — Range —