DIMENSIONAL ETF TRUST

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

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 150,557 Value ($000) $5,721 Avg Close Range
Q3 2025
Shares 150,436 Value ($000) $5,369 Avg Close Range
Q2 2025
Shares 145,578 Value ($000) $4,791 Avg Close Range
Q1 2025
Shares 142,938 Value ($000) $4,162 Avg Close Range
Q4 2024
Shares 147,521 Value ($000) $3,920 Avg Close Range
Q3 2024
Shares 152,248 Value ($000) $4,424 Avg Close Range