DIMENSIONAL ETF TRUST

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

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 99,727 Value ($000) $3,412 Avg Close — Range —
Q3 2025
Shares 98,912 Value ($000) $3,254 Avg Close — Range —
Q2 2025
Shares 97,288 Value ($000) $3 Avg Close — Range —