DIMENSIONAL ETF TRUST

Ticker: DFAC CUSIP: 25434V708 Class: COM

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 38,243 Value ($000) $1,514 Avg Close Range
Q3 2025
Shares 40,602 Value ($000) $1,566 Avg Close Range
Q2 2025
Shares 132,615 Value ($000) $4,753 Avg Close Range
Q1 2025
Shares 129,383 Value ($000) $4,268 Avg Close Range
Q4 2024
Shares 122,778 Value ($000) $4,247 Avg Close Range
Q3 2024
Shares 124,017 Value ($000) $4,253 Avg Close Range
Q2 2024
Shares 105,136 Value ($000) $3,390 Avg Close Range
Q1 2024
Shares 97,060 Value ($000) $3,101 Avg Close Range
Q4 2023
Shares 94,341 Value ($000) $2,758 Avg Close Range
Q3 2023
Shares 87,561 Value ($000) $2,294 Avg Close Range
Q2 2023
Shares 74,959 Value ($000) $2,035 Avg Close Range
Q1 2023
Shares 69,215 Value ($000) $1,764 Avg Close Range
Q4 2022
Shares 56,229 Value ($000) $1,365 Avg Close Range
Q3 2022
Shares 44,674 Value ($000) $993 Avg Close Range
Q2 2022
Shares 38,525 Value ($000) $898 Avg Close Range
Q1 2022
Shares 34,635 Value ($000) $959 Avg Close Range
Q4 2021
Shares 30,208 Value ($000) $870 Avg Close Range