DIMENSIONAL ETF TRUST

Ticker: DFAC CUSIP: 25434V708 Class: COM

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 9,240 Value ($000) $366 Avg Close Range
Q3 2025
Shares 9,240 Value ($000) $356 Avg Close Range
Q2 2025
Shares 9,240 Value ($000) $331 Avg Close Range
Q1 2025
Shares 9,240 Value ($000) $305 Avg Close Range
Q4 2024
Shares 9,343 Value ($000) $323 Avg Close Range
Q3 2024
Shares 9,343 Value ($000) $320 Avg Close Range
Q2 2024
Shares 9,343 Value ($000) $301 Avg Close Range
Q1 2024
Shares 9,343 Value ($000) $299 Avg Close Range
Q4 2023
Shares 10,202 Value ($000) $298 Avg Close Range
Q3 2023
Shares 8,260 Value ($000) $216 Avg Close Range
Q2 2023
Shares 8,260 Value ($000) $224 Avg Close Range
Q1 2023
Shares 8,260 Value ($000) $210 Avg Close Range
Q4 2022
Shares 8,260 Value ($000) $201 Avg Close Range
Q1 2022
Shares 8,260 Value ($000) $228 Avg Close Range
Q4 2021
Shares 8,260 Value ($000) $239 Avg Close Range
Q3 2021
Shares 8,157 Value ($000) $217 Avg Close Range
Q2 2021
Shares 8,157 Value ($000) $220 Avg Close Range