DIMENSIONAL ETF TRUST

Ticker: DFGR CUSIP: 25434V658 Class: Mutual Funds

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 16,638,902 Value ($000) $439,600 Avg Close — Range —
Q3 2025
Shares 15,451,214 Value ($000) $421,973 Avg Close — Range —
Q2 2025
Shares 14,517,559 Value ($000) $389,506 Avg Close — Range —
Q1 2025
Shares 14,229,110 Value ($000) $373,656 Avg Close — Range —
Q4 2024
Shares 14,010,051 Value ($000) $357,817 Avg Close — Range —
Q3 2024
Shares 14,062,260 Value ($000) $405,837 Avg Close — Range —
Q2 2024
Shares 13,792,772 Value ($000) $344,681 Avg Close — Range —
Q1 2024
Shares 14,084,940 Value ($000) $359,589 Avg Close — Range —
Q4 2023
Shares 13,940,748 Value ($000) $362,181 Avg Close — Range —
Q3 2023
Shares 12,399,429 Value ($000) $277,871 Avg Close — Range —
Q2 2023
Shares 10,572,008 Value ($000) $257,851 Avg Close — Range —
Q1 2023
Shares 4,491,343 Value ($000) $110,262 Avg Close — Range —
Q4 2022
Shares 3,722,160 Value ($000) $90,803 Avg Close — Range —