DIMENSIONAL ETF TRUST

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

Forum Private Client Group LLC's Holding History (CIK: 0001910636)

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

Q4 2025
Shares 43,212 Value ($000) $990 Avg Close Range
Q3 2025
Shares 44,021 Value ($000) $1,050 Avg Close Range
Q2 2025
Shares 49,475 Value ($000) $1,161 Avg Close Range
Q1 2025
Shares 53,842 Value ($000) $1,280 Avg Close Range
Q4 2024
Shares 62,004 Value ($000) $1,443 Avg Close Range
Q3 2024
Shares 77,277 Value ($000) $1,981 Avg Close Range
Q2 2024
Shares 96,394 Value ($000) $2,130 Avg Close Range
Q1 2024
Shares 89,387 Value ($000) $2,000 Avg Close Range
Q4 2023
Shares 61,050 Value ($000) $1,388 Avg Close Range
Q2 2023
Shares 36,351 Value ($000) $782 Avg Close Range
Q1 2023
Shares 23,653 Value ($000) $508 Avg Close Range
Q4 2022
Shares 17,255 Value ($000) $365 Avg Close Range
Q3 2022
Shares 10,743 Value ($000) $221 Avg Close Range