DIMENSIONAL ETF TRUST

Ticker: DISV CUSIP: 25434V781 Class: INTL SMALL CAP V

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

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

Q4 2025
Shares 732,271 Value ($000) $27,826 Avg Close — Range —
Q3 2025
Shares 812,157 Value ($000) $28,986 Avg Close — Range —
Q2 2025
Shares 829,989 Value ($000) $27,315 Avg Close — Range —
Q1 2025
Shares 862,785 Value ($000) $25,124 Avg Close — Range —
Q4 2024
Shares 823,169 Value ($000) $21,872 Avg Close — Range —
Q3 2024
Shares 817,611 Value ($000) $23,760 Avg Close — Range —
Q2 2024
Shares 811,944 Value ($000) $21,845 Avg Close — Range —
Q1 2024
Shares 808,480 Value ($000) $21,983 Avg Close — Range —
Q4 2023
Shares 773,928 Value ($000) $19,956 Avg Close — Range —
Q3 2023
Shares 751,541 Value ($000) $17,872 Avg Close — Range —
Q2 2023
Shares 723,056 Value ($000) $17,100 Avg Close — Range —
Q1 2023
Shares 686,763 Value ($000) $16,860 Avg Close — Range —
Q4 2022
Shares 540,714 Value ($000) $12,009 Avg Close — Range —