DIMENSIONAL ETF TRUST

Ticker: DFAC CUSIP: 25434V708 Class: COM

Mowery & Schoenfeld Wealth Management, LLC's Holding History (CIK: 0002019946)

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

Q4 2025
Shares 93,174 Value ($000) $3,689 Avg Close Range
Q3 2025
Shares 95,703 Value ($000) $3,691 Avg Close Range
Q2 2025
Shares 101,145 Value ($000) $3,625 Avg Close Range
Q1 2025
Shares 98,367 Value ($000) $3,245 Avg Close Range
Q4 2024
Shares 98,209 Value ($000) $3,397 Avg Close Range
Q3 2024
Shares 215,986 Value ($000) $7,406 Avg Close Range
Q2 2024
Shares 220,835 Value ($000) $7,120 Avg Close Range
Q1 2024
Shares 153,895 Value ($000) $4,917 Avg Close Range
Q4 2023
Shares 151,529 Value ($000) $4,429 Avg Close Range