DIMENSIONAL ETF TRUST

Ticker: DFSU CUSIP: 25434V716 Class: US SUSTAINABILTY

Envision Financial Planning, LLC's Holding History (CIK: 0001964460)

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

Q4 2025
Shares 15,818 Value ($000) $687 Avg Close Range
Q3 2025
Shares 12,229 Value ($000) $519 Avg Close Range
Q2 2025
Shares 10,957 Value ($000) $430 Avg Close Range
Q1 2025
Shares 10,930 Value ($000) $391 Avg Close Range
Q4 2024
Shares 11,136 Value ($000) $422 Avg Close Range
Q3 2024
Shares 10,861 Value ($000) $404 Avg Close Range
Q2 2024
Shares 6,246 Value ($000) $218 Avg Close Range