DIMENSIONAL ETF TRUST

Ticker: DFSB CUSIP: 25434V674 Class: GLOBAL SUSTAINA

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 6,928 Value ($000) $359 Avg Close Range
Q3 2025
Shares 8,006 Value ($000) $426 Avg Close Range
Q2 2025
Shares 8,060 Value ($000) $0 Avg Close Range
Q1 2025
Shares 4,780 Value ($000) $0 Avg Close Range