DIMENSIONAL ETF TRUST

Ticker: DFUV CUSIP: 25434V724 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 105,217 Value ($000) $4,902 Avg Close — Range —
Q3 2025
Shares 106,288 Value ($000) $4,750 Avg Close — Range —
Q2 2025
Shares 106,696 Value ($000) $4,511 Avg Close — Range —
Q1 2025
Shares 110,031 Value ($000) $4,534 Avg Close — Range —
Q4 2024
Shares 111,185 Value ($000) $4,550 Avg Close — Range —
Q3 2024
Shares 98,169 Value ($000) $4,093 Avg Close — Range —
Q2 2024
Shares 98,095 Value ($000) $3,852 Avg Close — Range —
Q1 2024
Shares 108,292 Value ($000) $4,429 Avg Close — Range —
Q4 2023
Shares 108,228 Value ($000) $4,028 Avg Close — Range —
Q3 2023
Shares 262,199 Value ($000) $8,920 Avg Close — Range —
Q2 2023
Shares 262,234 Value ($000) $9,047 Avg Close — Range —
Q1 2023
Shares 268,333 Value ($000) $8,984 Avg Close — Range —
Q4 2022
Shares 276,349 Value ($000) $9,252 Avg Close — Range —
Q3 2022
Shares 279,948 Value ($000) $8,289 Avg Close — Range —
Q2 2022
Shares 280,362 Value ($000) $8,859 Avg Close — Range —