DIMENSIONAL ETF TRUST

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 386,810 Value ($000) $13,233 Avg Close — Range —
Q3 2025
Shares 396,884 Value ($000) $13,057 Avg Close — Range —
Q2 2025
Shares 397,919 Value ($000) $12,348 Avg Close — Range —
Q1 2025
Shares 405,425 Value ($000) $12,394 Avg Close — Range —
Q4 2024
Shares 411,550 Value ($000) $12,354 Avg Close — Range —
Q3 2024
Shares 412,675 Value ($000) $12,715 Avg Close — Range —
Q2 2024
Shares 696,549 Value ($000) $12 Avg Close — Range —
Q1 2024
Shares 388,681 Value ($000) $12 Avg Close — Range —
Q4 2023
Shares 395,886 Value ($000) $11 Avg Close — Range —
Q3 2023
Shares 398,535 Value ($000) $10 Avg Close — Range —
Q2 2023
Shares 397,934 Value ($000) $10,108 Avg Close — Range —
Q1 2023
Shares 462,098 Value ($000) $11,344 Avg Close — Range —