DIMENSIONAL ETF TRUST

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 14,260 Value ($000) $488 Avg Close Range
Q3 2025
Shares 15,651 Value ($000) $515 Avg Close Range
Q2 2025
Shares 14,721 Value ($000) $457 Avg Close Range
Q1 2025
Shares 6,745 Value ($000) $206 Avg Close Range