DIMENSIONAL ETF TRUST

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

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 849,872 Value ($000) $40,938 Avg Close Range
Q3 2025
Shares 817,821 Value ($000) $39,239 Avg Close Range
Q2 2025
Shares 781,593 Value ($000) $37,071 Avg Close Range
Q1 2025
Shares 744,689 Value ($000) $35,425 Avg Close Range
Q4 2024
Shares 613,517 Value ($000) $29,308 Avg Close Range
Q3 2024
Shares 557,728 Value ($000) $27,072 Avg Close Range
Q2 2024
Shares 592,414 Value ($000) $28,300 Avg Close Range
Q1 2024
Shares 633,640 Value ($000) $30,472 Avg Close Range
Q4 2023
Shares 759,838 Value ($000) $36,860 Avg Close Range
Q3 2023
Shares 813,626 Value ($000) $37,809 Avg Close Range
Q2 2023
Shares 889,429 Value ($000) $42,363 Avg Close Range
Q1 2023
Shares 1,319,588 Value ($000) $63,756 Avg Close Range
Q4 2022
Shares 1,354,567 Value ($000) $64,762 Avg Close Range
Q3 2022
Shares 1,725,207 Value ($000) $80,481 Avg Close Range