DIMENSIONAL ETF TRUST

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

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

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

Q4 2025
Shares 8,017,707 Value ($000) $304,913 Avg Close — Range —
Q3 2025
Shares 7,544,993 Value ($000) $284,974 Avg Close — Range —
Q2 2025
Shares 7,169,400 Value ($000) $254,944 Avg Close — Range —
Q1 2025
Shares 6,937,524 Value ($000) $229,910 Avg Close — Range —
Q4 2024
Shares 6,874,176 Value ($000) $232,278 Avg Close — Range —
Q3 2024
Shares 6,842,864 Value ($000) $233,136 Avg Close — Range —
Q2 2024
Shares 6,682,290 Value ($000) $213,766 Avg Close — Range —
Q1 2024
Shares 7,078,694 Value ($000) $223,758 Avg Close — Range —
Q4 2023
Shares 7,198,384 Value ($000) $205,946 Avg Close — Range —
Q3 2023
Shares 6,877,041 Value ($000) $176,671 Avg Close — Range —
Q2 2023
Shares 6,044,975 Value ($000) $160,434 Avg Close — Range —
Q1 2023
Shares 3,220,529 Value ($000) $80,964 Avg Close — Range —
Q4 2022
Shares 2,549,903 Value ($000) $61,223 Avg Close — Range —
Q3 2022
Shares 602,531 Value ($000) $12,858 Avg Close — Range —
Q2 2022
Shares 99,819 Value ($000) $2,246 Avg Close — Range —