DIMENSIONAL ETF TRUST

Ticker: DFSU CUSIP: 25434V716 Class: US SUSTAINABILTY

Monument Group Wealth Advisors, LLC's Holding History (CIK: 0001965665)

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

Q4 2025
Shares 29,187 Value ($000) $1,268 Avg Close Range
Q3 2025
Shares 29,150 Value ($000) $1,238 Avg Close Range
Q2 2025
Shares 29,545 Value ($000) $1,160 Avg Close Range
Q1 2025
Shares 29,114 Value ($000) $1,043 Avg Close Range
Q4 2024
Shares 28,904 Value ($000) $1,095 Avg Close Range
Q3 2024
Shares 27,705 Value ($000) $1,030 Avg Close Range
Q2 2024
Shares 27,705 Value ($000) $966 Avg Close Range
Q1 2024
Shares 27,100 Value ($000) $933 Avg Close Range
Q4 2023
Shares 11,645 Value ($000) $363 Avg Close Range