DIMENSIONAL ETF TRUST

Ticker: DFEV CUSIP: 25434V740 Class: EMERGING MKTS VA

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

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

Q4 2025
Shares 29,851 Value ($000) $1,007 Avg Close — Range —
Q3 2025
Shares 32,210 Value ($000) $1,027 Avg Close — Range —
Q2 2025
Shares 32,209 Value ($000) $966 Avg Close — Range —
Q1 2025
Shares 32,208 Value ($000) $871 Avg Close — Range —
Q4 2024
Shares 32,308 Value ($000) $847 Avg Close — Range —
Q3 2024
Shares 8,439 Value ($000) $240 Avg Close — Range —
Q2 2024
Shares 8,439 Value ($000) $232 Avg Close — Range —
Q1 2024
Shares 8,439 Value ($000) $219 Avg Close — Range —
Q4 2023
Shares 9,210 Value ($000) $232 Avg Close — Range —
Q3 2023
Shares 15,027 Value ($000) $356 Avg Close — Range —
Q2 2023
Shares 15,829 Value ($000) $386 Avg Close — Range —