DIMENSIONAL ETF TRUST

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

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 21,855 Value ($000) $831 Avg Close — Range —
Q3 2025
Shares 20,932 Value ($000) $791 Avg Close — Range —
Q2 2025
Shares 18,616 Value ($000) $662 Avg Close — Range —
Q1 2025
Shares 12,451 Value ($000) $413 Avg Close — Range —
Q4 2024
Shares 11,863 Value ($000) $401 Avg Close — Range —
Q3 2024
Shares 15,692 Value ($000) $535 Avg Close — Range —
Q2 2024
Shares 14,781 Value ($000) $473 Avg Close — Range —
Q1 2024
Shares 13,160 Value ($000) $416 Avg Close — Range —
Q4 2023
Shares 13,160 Value ($000) $377 Avg Close — Range —
Q3 2023
Shares 10,748 Value ($000) $276 Avg Close — Range —