DIMENSIONAL ETF TRUST

Ticker: DFSV CUSIP: 25434V815 Class: Mutual Funds

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 123,025 Value ($000) $4,046 Avg Close — Range —
Q2 2025
Shares 117,055 Value ($000) $3,445 Avg Close — Range —