DIMENSIONAL ETF TRUST

Ticker: DFUV CUSIP: 25434V724 Class: COM

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q4 2025
Shares 7,011 Value ($000) $327 Avg Close — Range —
Q3 2025
Shares 6,986 Value ($000) $312 Avg Close — Range —
Q2 2025
Shares 6,955 Value ($000) $294 Avg Close — Range —
Q1 2025
Shares 6,923 Value ($000) $285 Avg Close — Range —
Q4 2024
Shares 6,895 Value ($000) $282 Avg Close — Range —
Q3 2024
Shares 6,866 Value ($000) $286 Avg Close — Range —
Q2 2024
Shares 6,837 Value ($000) $268 Avg Close — Range —
Q1 2024
Shares 6,806 Value ($000) $278 Avg Close — Range —
Q4 2023
Shares 6,806 Value ($000) $253 Avg Close — Range —