DIMENSIONAL ETF TRUST

Ticker: DFSB CUSIP: 25434V674 Class: GLOBAL SUSTAINA

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 48,433 Value ($000) $2,509 Avg Close — Range —
Q2 2025
Shares 36,406 Value ($000) $1,909 Avg Close — Range —