DIMENSIONAL ETF TRUST

Ticker: DFIS CUSIP: 25434V773 Class: ETF

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 432,360 Value ($000) $14,242 Avg Close — Range —
Q3 2025
Shares 464,529 Value ($000) $14,693 Avg Close — Range —
Q2 2025
Shares 468,911 Value ($000) $13,992 Avg Close — Range —
Q1 2025
Shares 477,149 Value ($000) $12,330 Avg Close — Range —
Q4 2024
Shares 456,531 Value ($000) $11,210 Avg Close — Range —
Q3 2024
Shares 454,461 Value ($000) $12,193 Avg Close — Range —
Q2 2024
Shares 451,332 Value ($000) $11,116 Avg Close — Range —
Q1 2024
Shares 444,873 Value ($000) $11,149 Avg Close — Range —
Q4 2023
Shares 413,961 Value ($000) $10,005 Avg Close — Range —
Q3 2023
Shares 401,991 Value ($000) $8,820 Avg Close — Range —
Q2 2023
Shares 386,152 Value ($000) $8,812 Avg Close — Range —
Q1 2023
Shares 364,157 Value ($000) $8,554 Avg Close — Range —
Q4 2022
Shares 276,030 Value ($000) $5,937 Avg Close — Range —