DIMENSIONAL ETF TRUST

Ticker: DFIS CUSIP: 25434V773 Class: ETF

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q4 2025
Shares 62,215 Value ($000) $2,049 Avg Close — Range —
Q3 2025
Shares 1,136,870 Value ($000) $35,959 Avg Close — Range —
Q2 2025
Shares 1,083,846 Value ($000) $32,342 Avg Close — Range —
Q1 2025
Shares 1,070,693 Value ($000) $27,667 Avg Close — Range —
Q4 2024
Shares 1,013,931 Value ($000) $24,897 Avg Close — Range —
Q3 2024
Shares 951,768 Value ($000) $25,536 Avg Close — Range —
Q2 2024
Shares 886,676 Value ($000) $22,974 Avg Close — Range —
Q1 2024
Shares 823,172 Value ($000) $20,629 Avg Close — Range —
Q4 2023
Shares 783,192 Value ($000) $18,930 Avg Close — Range —
Q3 2023
Shares 686,315 Value ($000) $15,058 Avg Close — Range —
Q2 2023
Shares 597,473 Value ($000) $13,634 Avg Close — Range —
Q1 2023
Shares 489,838 Value ($000) $11,261 Avg Close — Range —
Q4 2022
Shares 366,442 Value ($000) $7,882 Avg Close — Range —
Q3 2022
Shares 251,619 Value ($000) $4,650 Avg Close — Range —
Q2 2022
Shares 107,429 Value ($000) $2,238 Avg Close — Range —