DIMENSIONAL ETF TRUST

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

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

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

Q2 2025
Shares 18,721 Value ($000) $581 Avg Close Range
Q1 2025
Shares 19,085 Value ($000) $583 Avg Close Range
Q4 2024
Shares 21,024 Value ($000) $631 Avg Close Range