DIMENSIONAL ETF TRUST

Ticker: DFAC CUSIP: 25434V708 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 18,091 Value ($000) $716 Avg Close — Range —
Q3 2025
Shares 23,859 Value ($000) $920 Avg Close — Range —
Q2 2025
Shares 23,871 Value ($000) $856 Avg Close — Range —
Q1 2025
Shares 26,804 Value ($000) $884 Avg Close — Range —
Q4 2024
Shares 26,789 Value ($000) $927 Avg Close — Range —
Q3 2024
Shares 26,773 Value ($000) $918 Avg Close — Range —
Q2 2024
Shares 26,757 Value ($000) $863 Avg Close — Range —
Q1 2024
Shares 26,757 Value ($000) $855 Avg Close — Range —
Q1 2022
Shares 7,348 Value ($000) $203 Avg Close — Range —
Q4 2021
Shares 7,413 Value ($000) $215 Avg Close — Range —
Q2 2021
Shares 7,413 Value ($000) $200 Avg Close — Range —