DIMENSIONAL ETF TRUST

Ticker: DFUV CUSIP: 25434V724 Class: COM

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 300,827 Value ($000) $14,016 Avg Close — Range —
Q3 2025
Shares 293,034 Value ($000) $13,096 Avg Close — Range —
Q2 2025
Shares 280,608 Value ($000) $12 Avg Close — Range —
Q1 2025
Shares 285,710 Value ($000) $12 Avg Close — Range —
Q4 2024
Shares 264,086 Value ($000) $11 Avg Close — Range —
Q3 2024
Shares 255,453 Value ($000) $11 Avg Close — Range —
Q2 2024
Shares 22,386 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 146,091 Value ($000) $0 Avg Close — Range —