DIMENSIONAL ETF TRUST

Ticker: DFUV CUSIP: 25434V724 Class: COM

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 58,794 Value ($000) $2,739 Avg Close — Range —
Q3 2025
Shares 63,882 Value ($000) $2,855 Avg Close — Range —
Q2 2025
Shares 64,652 Value ($000) $2,733 Avg Close — Range —
Q1 2025
Shares 64,289 Value ($000) $2,649 Avg Close — Range —
Q4 2024
Shares 64,285 Value ($000) $2,631 Avg Close — Range —
Q3 2024
Shares 64,279 Value ($000) $2,680 Avg Close — Range —
Q2 2024
Shares 64,640 Value ($000) $2,538 Avg Close — Range —
Q1 2024
Shares 65,010 Value ($000) $2,659 Avg Close — Range —
Q4 2023
Shares 78,744 Value ($000) $2,931 Avg Close — Range —
Q3 2023
Shares 71,226 Value ($000) $2,423 Avg Close — Range —
Q2 2023
Shares 19,721 Value ($000) $680 Avg Close — Range —
Q1 2023
Shares 19,721 Value ($000) $660 Avg Close — Range —
Q4 2022
Shares 19,721 Value ($000) $660 Avg Close — Range —
Q3 2022
Shares 19,721 Value ($000) $583 Avg Close — Range —
Q2 2022
Shares 19,721 Value ($000) $623 Avg Close — Range —