DIMENSIONAL ETF TRUST

Ticker: DFIV CUSIP: 25434V807 Class: INTERNATNAL VAL

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 10,571 Value ($000) $527 Avg Close Range
Q3 2025
Shares 10,571 Value ($000) $488 Avg Close Range
Q2 2025
Shares 10,552 Value ($000) $452 Avg Close Range
Q1 2025
Shares 10,552 Value ($000) $415 Avg Close Range
Q4 2024
Shares 10,552 Value ($000) $374 Avg Close Range
Q3 2024
Shares 10,552 Value ($000) $402 Avg Close Range
Q2 2024
Shares 10,552 Value ($000) $379 Avg Close Range
Q1 2024
Shares 10,552 Value ($000) $388 Avg Close Range