DIMENSIONAL ETF TRUST

Ticker: DFAC CUSIP: 25434V708 Class: COM

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 31,658 Value ($000) $1,253 Avg Close — Range —
Q3 2025
Shares 32,405 Value ($000) $1,250 Avg Close — Range —
Q2 2025
Shares 32,405 Value ($000) $1,161 Avg Close — Range —
Q1 2025
Shares 32,405 Value ($000) $1,069 Avg Close — Range —
Q4 2024
Shares 32,405 Value ($000) $1,121 Avg Close — Range —
Q3 2024
Shares 32,405 Value ($000) $1,111 Avg Close — Range —
Q2 2024
Shares 32,405 Value ($000) $1,045 Avg Close — Range —
Q1 2024
Shares 32,405 Value ($000) $1,035 Avg Close — Range —
Q4 2023
Shares 32,405 Value ($000) $947 Avg Close — Range —
Q3 2023
Shares 32,405 Value ($000) $849 Avg Close — Range —
Q2 2023
Shares 32,405 Value ($000) $880 Avg Close — Range —
Q1 2023
Shares 32,405 Value ($000) $826 Avg Close — Range —
Q4 2022
Shares 32,405 Value ($000) $787 Avg Close — Range —
Q3 2022
Shares 32,405 Value ($000) $721 Avg Close — Range —
Q2 2022
Shares 32,405 Value ($000) $755 Avg Close — Range —
Q1 2022
Shares 32,405 Value ($000) $894 Avg Close — Range —
Q4 2021
Shares 32,405 Value ($000) $939 Avg Close — Range —
Q3 2021
Shares 34,905 Value ($000) $927,426 Avg Close — Range —
Q2 2021
Shares 34,905 Value ($000) $941,737 Avg Close — Range —