DIMENSIONAL ETF TRUST

Ticker: DFAR CUSIP: 25434V823 Class: US REAL ESTATE E

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 105,417 Value ($000) $2,414 Avg Close — Range —
Q3 2025
Shares 103,365 Value ($000) $2,465 Avg Close — Range —
Q2 2025
Shares 101,704 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 95,975 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 95,171 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 91,416 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 96,140 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 92,333 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 87,587 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 80,066 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 77,918 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 1,375,188 Value ($000) $0 Avg Close — Range —