DIMENSIONAL ETF TRUST

Ticker: DUHP CUSIP: 25434V831 Class: US HIGH PROFITAB

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 1,617,442 Value ($000) $61,511 Avg Close — Range —
Q3 2025
Shares 1,718,279 Value ($000) $64,899 Avg Close — Range —
Q2 2025
Shares 1,710,723 Value ($000) $60,833 Avg Close — Range —
Q1 2025
Shares 1,658,193 Value ($000) $54,953 Avg Close — Range —
Q4 2024
Shares 1,608,976 Value ($000) $54,367 Avg Close — Range —
Q3 2024
Shares 1,639,133 Value ($000) $55,845 Avg Close — Range —
Q2 2024
Shares 1,652,774 Value ($000) $52,872 Avg Close — Range —
Q1 2024
Shares 1,626,829 Value ($000) $51,424 Avg Close — Range —
Q4 2023
Shares 1,599,476 Value ($000) $45,761 Avg Close — Range —
Q3 2023
Shares 1,596,280 Value ($000) $41,008 Avg Close — Range —
Q2 2023
Shares 1,555,340 Value ($000) $41,279 Avg Close — Range —
Q1 2023
Shares 1,485,435 Value ($000) $37,388 Avg Close — Range —
Q4 2022
Shares 1,120,812 Value ($000) $26,911 Avg Close — Range —