DIMENSIONAL ETF TRUST

Ticker: DFUV CUSIP: 25434V724 Class: COM

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 96,558 Value ($000) $4,499 Avg Close — Range —
Q3 2025
Shares 96,558 Value ($000) $4,315 Avg Close — Range —
Q2 2025
Shares 96,558 Value ($000) $4,082 Avg Close — Range —
Q1 2025
Shares 96,577 Value ($000) $3,980 Avg Close — Range —
Q4 2024
Shares 97,927 Value ($000) $4,007 Avg Close — Range —
Q3 2024
Shares 98,089 Value ($000) $4,089 Avg Close — Range —
Q2 2024
Shares 98,361 Value ($000) $3,863 Avg Close — Range —
Q1 2024
Shares 99,002 Value ($000) $4,049 Avg Close — Range —
Q4 2023
Shares 99,325 Value ($000) $3,697 Avg Close — Range —
Q3 2023
Shares 99,325 Value ($000) $3,379 Avg Close — Range —
Q2 2023
Shares 99,325 Value ($000) $3,427 Avg Close — Range —
Q1 2023
Shares 99,325 Value ($000) $3,325 Avg Close — Range —
Q4 2022
Shares 99,325 Value ($000) $3,325 Avg Close — Range —
Q3 2022
Shares 99,325 Value ($000) $2,941 Avg Close — Range —
Q2 2022
Shares 104,458 Value ($000) $3,301 Avg Close — Range —