DIMENSIONAL ETF TRUST

Ticker: DFGR CUSIP: 25434V658 Class: Mutual Funds

Forum Private Client Group LLC's Holding History (CIK: 0001910636)

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

Q4 2025
Shares 192,263 Value ($000) $5,080 Avg Close — Range —
Q3 2025
Shares 169,248 Value ($000) $4,622 Avg Close — Range —
Q2 2025
Shares 156,087 Value ($000) $4,188 Avg Close — Range —
Q1 2025
Shares 143,275 Value ($000) $3,762 Avg Close — Range —
Q4 2024
Shares 112,057 Value ($000) $2,862 Avg Close — Range —
Q3 2024
Shares 85,515 Value ($000) $2,468 Avg Close — Range —
Q2 2024
Shares 60,986 Value ($000) $1,524 Avg Close — Range —
Q1 2024
Shares 43,882 Value ($000) $1,120 Avg Close — Range —
Q4 2023
Shares 40,417 Value ($000) $1,050 Avg Close — Range —
Q2 2023
Shares 26,958 Value ($000) $658 Avg Close — Range —
Q1 2023
Shares 20,987 Value ($000) $515 Avg Close — Range —