DIMENSIONAL ETF TRUST

Ticker: DFSV CUSIP: 25434V815 Class: Mutual Funds

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 1,538,016 Value ($000) $50,585 Avg Close — Range —
Q2 2025
Shares 1,903,813 Value ($000) $56,029 Avg Close — Range —
Q1 2025
Shares 2,028,357 Value ($000) $57,098 Avg Close — Range —
Q4 2024
Shares 2,151,513 Value ($000) $66,224 Avg Close — Range —
Q3 2024
Shares 2,340,458 Value ($000) $72,086 Avg Close — Range —
Q2 2024
Shares 2,512,223 Value ($000) $72,302 Avg Close — Range —
Q1 2024
Shares 2,667,181 Value ($000) $80,282 Avg Close — Range —
Q4 2023
Shares 2,572,574 Value ($000) $74,913 Avg Close — Range —
Q3 2023
Shares 2,421,763 Value ($000) $61,367 Avg Close — Range —
Q2 2023
Shares 3,769 Value ($000) $58,163 Avg Close — Range —
Q1 2023
Shares 3,769 Value ($000) $373 Avg Close — Range —
Q4 2022
Shares 305,343 Value ($000) $7,563 Avg Close — Range —