DIMENSIONAL ETF TRUST

Ticker: DFSV CUSIP: 25434V815 Class: Mutual Funds

Sterling Financial Planning, Inc.'s Holding History (CIK: 0001844278)

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

Q4 2025
Shares 286,687 Value ($000) $9,429 Avg Close — Range —
Q3 2025
Shares 280,173 Value ($000) $8,921 Avg Close — Range —
Q2 2025
Shares 277,710 Value ($000) $8,173 Avg Close — Range —
Q1 2025
Shares 232,928 Value ($000) $6,557 Avg Close — Range —
Q4 2024
Shares 204,677 Value ($000) $6,300 Avg Close — Range —
Q3 2024
Shares 195,126 Value ($000) $6,010 Avg Close — Range —
Q2 2024
Shares 171,767 Value ($000) $4,943 Avg Close — Range —
Q1 2024
Shares 153,557 Value ($000) $4,622 Avg Close — Range —
Q4 2023
Shares 141,766 Value ($000) $4,128 Avg Close — Range —
Q3 2023
Shares 129,644 Value ($000) $3,285 Avg Close — Range —
Q2 2023
Shares 117,051 Value ($000) $3,008 Avg Close — Range —
Q1 2023
Shares 78,049 Value ($000) $1,946 Avg Close — Range —
Q4 2022
Shares 54,494 Value ($000) $1,350 Avg Close — Range —
Q3 2022
Shares 43,624 Value ($000) $951 Avg Close — Range —
Q2 2022
Shares 12,346 Value ($000) $279 Avg Close — Range —