DIMENSIONAL ETF TRUST

Ticker: DFSV CUSIP: 25434V815 Class: Mutual Funds

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 140,472 Value ($000) $4,620 Avg Close — Range —
Q3 2025
Shares 141,766 Value ($000) $4,514 Avg Close — Range —
Q2 2025
Shares 167,291 Value ($000) $4,923 Avg Close — Range —
Q1 2025
Shares 81,484 Value ($000) $2,294 Avg Close — Range —
Q4 2024
Shares 49,290 Value ($000) $1,517 Avg Close — Range —