DIMENSIONAL ETF TRUST

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

Envision Financial Planning, LLC's Holding History (CIK: 0001964460)

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

Q4 2025
Shares 94,425 Value ($000) $3,230 Avg Close — Range —
Q3 2025
Shares 90,391 Value ($000) $2,974 Avg Close — Range —
Q2 2025
Shares 86,284 Value ($000) $2,677 Avg Close — Range —
Q1 2025
Shares 97,898 Value ($000) $2,993 Avg Close — Range —
Q4 2024
Shares 96,141 Value ($000) $2,887 Avg Close — Range —
Q3 2024
Shares 96,377 Value ($000) $2,969 Avg Close — Range —
Q2 2024
Shares 80,531 Value ($000) $2,328 Avg Close — Range —
Q1 2024
Shares 75,387 Value ($000) $2,261 Avg Close — Range —
Q4 2023
Shares 63,647 Value ($000) $1,722 Avg Close — Range —
Q3 2023
Shares 58,175 Value ($000) $1,443 Avg Close — Range —