DIMENSIONAL ETF TRUST

Ticker: DFGR CUSIP: 25434V658 Class: Mutual Funds

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q4 2025
Shares 30,217 Value ($000) $798 Avg Close Range
Q3 2025
Shares 614,754 Value ($000) $16,789 Avg Close Range
Q2 2025
Shares 569,962 Value ($000) $15,292 Avg Close Range
Q1 2025
Shares 536,792 Value ($000) $14,096 Avg Close Range
Q4 2024
Shares 483,747 Value ($000) $12,355 Avg Close Range
Q3 2024
Shares 425,148 Value ($000) $12,270 Avg Close Range
Q2 2024
Shares 372,420 Value ($000) $9,858 Avg Close Range
Q1 2024
Shares 312,364 Value ($000) $7,975 Avg Close Range
Q4 2023
Shares 253,597 Value ($000) $6,588 Avg Close Range
Q3 2023
Shares 195,410 Value ($000) $4,379 Avg Close Range
Q2 2023
Shares 123,911 Value ($000) $3,022 Avg Close Range
Q1 2023
Shares 29,243 Value ($000) $718 Avg Close Range