DIMENSIONAL ETF TRUST

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

Heritage Wealth Management, Inc./Texas's Holding History (CIK: 0001966400)

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

Q1 2025
Shares 14,066 Value ($000) $380 Avg Close — Range —
Q4 2024
Shares 14,462 Value ($000) $379 Avg Close — Range —
Q3 2024
Shares 14,364 Value ($000) $409 Avg Close — Range —
Q2 2024
Shares 14,196 Value ($000) $390 Avg Close — Range —
Q1 2024
Shares 14,301 Value ($000) $371 Avg Close — Range —
Q4 2023
Shares 14,287 Value ($000) $360 Avg Close — Range —
Q3 2023
Shares 14,197 Value ($000) $336 Avg Close — Range —
Q2 2023
Shares 14,044 Value ($000) $342 Avg Close — Range —
Q1 2023
Shares 13,924 Value ($000) $325 Avg Close — Range —
Q4 2022
Shares 13,924 Value ($000) $315 Avg Close — Range —