DIMENSIONAL ETF TRUST

Ticker: DFUV CUSIP: 25434V724 Class: COM

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 1,190,941 Value ($000) $55,486 Avg Close — Range —
Q3 2025
Shares 1,200,838 Value ($000) $53,665 Avg Close — Range —
Q2 2025
Shares 1,206,382 Value ($000) $51,006 Avg Close — Range —
Q1 2025
Shares 1,214,794 Value ($000) $50,062 Avg Close — Range —
Q4 2024
Shares 1,327,469 Value ($000) $54,320 Avg Close — Range —
Q3 2024
Shares 1,222,203 Value ($000) $50,954 Avg Close — Range —
Q2 2024
Shares 1,260,867 Value ($000) $49,514 Avg Close — Range —
Q1 2024
Shares 1,401,536 Value ($000) $57,323 Avg Close — Range —
Q4 2023
Shares 1,442,067 Value ($000) $53,674 Avg Close — Range —
Q3 2023
Shares 1,469,901 Value ($000) $50,006 Avg Close — Range —
Q2 2023
Shares 1,488,131 Value ($000) $51,341 Avg Close — Range —
Q1 2023
Shares 1,521,368 Value ($000) $50,935 Avg Close — Range —
Q4 2022
Shares 1,530,271 Value ($000) $51,233 Avg Close — Range —
Q3 2022
Shares 1,372,916 Value ($000) $40,652 Avg Close — Range —
Q2 2022
Shares 1,354,451 Value ($000) $42,801 Avg Close — Range —