DIMENSIONAL ETF TRUST

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

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 516,378 Value ($000) $17,665 Avg Close Range
Q3 2025
Shares 517,987 Value ($000) $17,042 Avg Close Range
Q2 2025
Shares 507,954 Value ($000) $15,757 Avg Close Range
Q1 2025
Shares 597,822 Value ($000) $18,275 Avg Close Range
Q4 2024
Shares 584,486 Value ($000) $17,552 Avg Close Range
Q3 2024
Shares 583,329 Value ($000) $17,972 Avg Close Range
Q2 2024
Shares 591,839 Value ($000) $17,110 Avg Close Range
Q1 2024
Shares 602,086 Value ($000) $18,057 Avg Close Range
Q4 2023
Shares 609,521 Value ($000) $16,488 Avg Close Range
Q3 2023
Shares 625,574 Value ($000) $15,520 Avg Close Range