DIMENSIONAL ETF TRUST

Ticker: DFSU CUSIP: 25434V716 Class: US SUSTAINABILTY

Morton Capital Management LLC/CA's Holding History (CIK: 0002002628)

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

Q4 2025
Shares 7,720 Value ($000) $335 Avg Close Range
Q3 2025
Shares 7,836 Value ($000) $333 Avg Close Range
Q2 2025
Shares 7,293 Value ($000) $286 Avg Close Range