DIMENSIONAL ETF TRUST

Ticker: DFSU CUSIP: 25434V716 Class: US SUSTAINABILTY

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 439,653 Value ($000) $19,094 Avg Close — Range —
Q3 2025
Shares 431,131 Value ($000) $18,311 Avg Close — Range —
Q2 2025
Shares 416,004 Value ($000) $16,328 Avg Close — Range —
Q1 2025
Shares 396,258 Value ($000) $14,190 Avg Close — Range —
Q4 2024
Shares 398,648 Value ($000) $15,109 Avg Close — Range —
Q3 2024
Shares 397,505 Value ($000) $14,779 Avg Close — Range —
Q2 2024
Shares 394,574 Value ($000) $13,755 Avg Close — Range —
Q1 2024
Shares 376,561 Value ($000) $12,957 Avg Close — Range —
Q4 2023
Shares 355,302 Value ($000) $11,061 Avg Close — Range —
Q3 2023
Shares 206,868 Value ($000) $5,740 Avg Close — Range —
Q2 2023
Shares 89,798 Value ($000) $2,578 Avg Close — Range —
Q1 2023
Shares 28,207 Value ($000) $751 Avg Close — Range —