DIMENSIONAL ETF TRUST

Ticker: DFSV CUSIP: 25434V815 Class: Mutual Funds

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q2 2025
Shares 37,776 Value ($000) $1,112 Avg Close — Range —
Q1 2025
Shares 35,195 Value ($000) $991 Avg Close — Range —
Q4 2024
Shares 32,346 Value ($000) $996 Avg Close — Range —
Q3 2024
Shares 33,449 Value ($000) $1,030 Avg Close — Range —
Q2 2024
Shares 33,047 Value ($000) $951 Avg Close — Range —
Q1 2024
Shares 35,291 Value ($000) $1,062 Avg Close — Range —
Q4 2023
Shares 36,739 Value ($000) $1,070 Avg Close — Range —
Q3 2023
Shares 38,545 Value ($000) $977 Avg Close — Range —
Q2 2023
Shares 37,052 Value ($000) $952 Avg Close — Range —
Q1 2023
Shares 29,182 Value ($000) $728 Avg Close — Range —