DIMENSIONAL ETF TRUST

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

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 14,497 Value ($000) $496 Avg Close — Range —
Q3 2025
Shares 14,440 Value ($000) $475 Avg Close — Range —
Q2 2025
Shares 14,376 Value ($000) $446 Avg Close — Range —
Q1 2025
Shares 14,309 Value ($000) $437 Avg Close — Range —
Q4 2024
Shares 14,250 Value ($000) $428 Avg Close — Range —