DIMENSIONAL ETF TRUST

Ticker: DFIS CUSIP: 25434V773 Class: ETF

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 111,860 Value ($000) $3,685 Avg Close — Range —
Q3 2025
Shares 109,640 Value ($000) $3,468 Avg Close — Range —
Q2 2025
Shares 109,640 Value ($000) $3,272 Avg Close — Range —
Q1 2025
Shares 110,812 Value ($000) $2,863 Avg Close — Range —
Q4 2024
Shares 102,316 Value ($000) $2,513 Avg Close — Range —
Q3 2024
Shares 101,248 Value ($000) $2,716 Avg Close — Range —
Q2 2024
Shares 97,737 Value ($000) $2,407 Avg Close — Range —
Q1 2024
Shares 98,542 Value ($000) $2,469 Avg Close — Range —
Q4 2023
Shares 97,737 Value ($000) $2,284 Avg Close — Range —
Q3 2023
Shares 91,976 Value ($000) $2,018 Avg Close — Range —
Q2 2023
Shares 91,976 Value ($000) $2,099 Avg Close — Range —
Q1 2023
Shares 91,976 Value ($000) $2,115 Avg Close — Range —
Q4 2022
Shares 81,390 Value ($000) $2 Avg Close — Range —
Q2 2022
Shares 3,960 Value ($000) $82 Avg Close — Range —