DIMENSIONAL ETF TRUST

Ticker: DFUV CUSIP: 25434V724 Class: COM

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 758,134 Value ($000) $35,321 Avg Close Range
Q3 2025
Shares 798,856 Value ($000) $35,701 Avg Close Range
Q2 2025
Shares 797,081 Value ($000) $33,701 Avg Close Range
Q1 2025
Shares 771,087 Value ($000) $31,776 Avg Close Range
Q4 2024
Shares 774,476 Value ($000) $31,692 Avg Close Range
Q3 2024
Shares 784,184 Value ($000) $32,693 Avg Close Range
Q2 2024
Shares 773,023 Value ($000) $30,357 Avg Close Range
Q1 2024
Shares 767,437 Value ($000) $31,388 Avg Close Range
Q4 2023
Shares 800,873 Value ($000) $29,808 Avg Close Range
Q3 2023
Shares 799,499 Value ($000) $27,199 Avg Close Range
Q2 2023
Shares 800,616 Value ($000) $27,621 Avg Close Range
Q1 2023
Shares 775,778 Value ($000) $26,260 Avg Close Range
Q4 2022
Shares 839,425 Value ($000) $28,104 Avg Close Range
Q3 2022
Shares 518,000 Value ($000) $15,701 Avg Close Range
Q2 2022
Shares 491,252 Value ($000) $15,430 Avg Close Range