DIMENSIONAL ETF TRUST

Ticker: DFUV CUSIP: 25434V724 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 7,491 Value ($000) $349 Avg Close Range
Q3 2025
Shares 7,491 Value ($000) $335 Avg Close Range
Q2 2025
Shares 7,491 Value ($000) $317 Avg Close Range
Q1 2025
Shares 7,491 Value ($000) $309 Avg Close Range
Q4 2024
Shares 7,491 Value ($000) $307 Avg Close Range
Q3 2024
Shares 7,491 Value ($000) $312 Avg Close Range
Q2 2024
Shares 7,491 Value ($000) $294 Avg Close Range
Q1 2024
Shares 7,491 Value ($000) $306 Avg Close Range