DIMENSIONAL ETF TRUST

Ticker: DFGR CUSIP: 25434V658 Class: Mutual Funds

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 549,289 Value ($000) $14,512 Avg Close Range
Q3 2025
Shares 537,991 Value ($000) $14,693 Avg Close Range
Q2 2025
Shares 522,403 Value ($000) $14,016 Avg Close Range
Q1 2025
Shares 509,346 Value ($000) $13,375 Avg Close Range
Q4 2024
Shares 493,602 Value ($000) $12,607 Avg Close Range
Q3 2024
Shares 489,522 Value ($000) $14,128 Avg Close Range
Q2 2024
Shares 491,730 Value ($000) $12,288 Avg Close Range
Q1 2024
Shares 479,783 Value ($000) $12,249 Avg Close Range
Q4 2023
Shares 464,623 Value ($000) $12,071 Avg Close Range
Q3 2023
Shares 443,487 Value ($000) $9,939 Avg Close Range
Q2 2023
Shares 412,777 Value ($000) $10,068 Avg Close Range