DIMENSIONAL ETF TRUST

Ticker: DFLV CUSIP: 25434V666 Class: US LARGE CAP VAL

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

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

Q4 2025
Shares 2,201,232 Value ($000) $75,304 Avg Close — Range —
Q3 2025
Shares 2,007,278 Value ($000) $66,039 Avg Close — Range —
Q2 2025
Shares 1,913,371 Value ($000) $59,353 Avg Close — Range —
Q1 2025
Shares 1,816,827 Value ($000) $55,540 Avg Close — Range —
Q4 2024
Shares 1,679,078 Value ($000) $50,423 Avg Close — Range —
Q3 2024
Shares 1,516,408 Value ($000) $46,721 Avg Close — Range —
Q2 2024
Shares 1,316,900 Value ($000) $38,072 Avg Close — Range —
Q1 2024
Shares 820,037 Value ($000) $24,593 Avg Close — Range —
Q4 2023
Shares 650,374 Value ($000) $17,593 Avg Close — Range —