DIMENSIONAL ETF TRUST

Ticker: DFIV CUSIP: 25434V807 Class: INTERNATNAL VAL

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

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

Q4 2025
Shares 746,887 Value ($000) $37,270 Avg Close — Range —
Q3 2025
Shares 820,714 Value ($000) $37,851 Avg Close — Range —
Q2 2025
Shares 838,187 Value ($000) $35,900 Avg Close — Range —
Q1 2025
Shares 864,836 Value ($000) $34,040 Avg Close — Range —
Q4 2024
Shares 887,829 Value ($000) $31,500 Avg Close — Range —
Q3 2024
Shares 881,226 Value ($000) $33,557 Avg Close — Range —
Q2 2024
Shares 870,636 Value ($000) $31,291 Avg Close — Range —
Q1 2024
Shares 870,400 Value ($000) $31,987 Avg Close — Range —
Q4 2023
Shares 868,344 Value ($000) $29,836 Avg Close — Range —
Q3 2023
Shares 853,376 Value ($000) $27,837 Avg Close — Range —
Q2 2023
Shares 852,755 Value ($000) $28,013 Avg Close — Range —
Q1 2023
Shares 848,872 Value ($000) $28,335 Avg Close — Range —
Q4 2022
Shares 956,152 Value ($000) $29,067 Avg Close — Range —
Q3 2022
Shares 586,360 Value ($000) $15,216 Avg Close — Range —
Q2 2022
Shares 519,610 Value ($000) $14,409 Avg Close — Range —
Q4 2021
Shares 483,365 Value ($000) $16,749 Avg Close — Range —