DIMENSIONAL ETF TRUST

Ticker: DFNM CUSIP: 25434V849 Class: NATL MUN BD ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 9,242 Value ($000) $445 Avg Close — Range —
Q3 2025
Shares 9,068 Value ($000) $435 Avg Close — Range —
Q2 2025
Shares 8,290 Value ($000) $393 Avg Close — Range —
Q1 2025
Shares 8,968 Value ($000) $427 Avg Close — Range —
Q4 2024
Shares 9,589 Value ($000) $458 Avg Close — Range —
Q3 2024
Shares 9,096 Value ($000) $442 Avg Close — Range —
Q2 2024
Shares 8,913 Value ($000) $426 Avg Close — Range —
Q1 2024
Shares 8,509 Value ($000) $409 Avg Close — Range —
Q4 2023
Shares 7,564 Value ($000) $367 Avg Close — Range —
Q3 2023
Shares 7,783 Value ($000) $362 Avg Close — Range —
Q2 2023
Shares 8,245 Value ($000) $393 Avg Close — Range —
Q1 2023
Shares 8,195 Value ($000) $396 Avg Close — Range —