DIMENSIONAL ETF TRUST

Ticker: DFIC CUSIP: 25434V799 Class: INTL CORE EQUITY

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 3,874,957 Value ($000) $133,531 Avg Close — Range —
Q3 2025
Shares 3,845,476 Value ($000) $126,093 Avg Close — Range —
Q2 2025
Shares 3,842,841 Value ($000) $119,474 Avg Close — Range —
Q1 2025
Shares 3,887,132 Value ($000) $107,946 Avg Close — Range —
Q4 2024
Shares 3,806,450 Value ($000) $98,378 Avg Close — Range —
Q3 2024
Shares 3,626,158 Value ($000) $102,040 Avg Close — Range —
Q2 2024
Shares 3,530,233 Value ($000) $92,810 Avg Close — Range —
Q1 2024
Shares 3,469,081 Value ($000) $92,798 Avg Close — Range —
Q4 2023
Shares 3,413,583 Value ($000) $87,149 Avg Close — Range —
Q3 2023
Shares 3,364,824 Value ($000) $78,569 Avg Close — Range —
Q2 2023
Shares 3,305,187 Value ($000) $80,217 Avg Close — Range —
Q1 2023
Shares 3,310,579 Value ($000) $79,669 Avg Close — Range —
Q4 2022
Shares 3,239,522 Value ($000) $72,403 Avg Close — Range —
Q3 2022
Shares 2,893,746 Value ($000) $55,444 Avg Close — Range —
Q2 2022
Shares 28,103 Value ($000) $605 Avg Close — Range —