DIMENSIONAL ETF TRUST

Ticker: DFSU CUSIP: 25434V716 Class: US SUSTAINABILTY

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 182,662 Value ($000) $7,933 Avg Close — Range —
Q3 2025
Shares 203,634 Value ($000) $8,649 Avg Close — Range —
Q2 2025
Shares 207,386 Value ($000) $8,140 Avg Close — Range —
Q1 2025
Shares 195,628 Value ($000) $7,005 Avg Close — Range —
Q4 2024
Shares 186,660 Value ($000) $7,074 Avg Close — Range —
Q3 2024
Shares 202,366 Value ($000) $7,524 Avg Close — Range —
Q2 2024
Shares 204,029 Value ($000) $7,112 Avg Close — Range —
Q1 2024
Shares 202,632 Value ($000) $6,973 Avg Close — Range —
Q4 2023
Shares 200,300 Value ($000) $6,235 Avg Close — Range —
Q3 2023
Shares 147,134 Value ($000) $4,082 Avg Close — Range —
Q2 2023
Shares 148,104 Value ($000) $4,251 Avg Close — Range —
Q1 2023
Shares 149,116 Value ($000) $3,987 Avg Close — Range —
Q4 2022
Shares 145,908 Value ($000) $3,637 Avg Close — Range —