DIMENSIONAL ETF TRUST

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

Patriot Financial Group Insurance Agency, LLC's Holding History (CIK: 0001694883)

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

Q2 2025
Shares 51,377 Value ($000) $2,437 Avg Close — Range —
Q1 2025
Shares 41,372 Value ($000) $1,968 Avg Close — Range —
Q4 2024
Shares 39,710 Value ($000) $1,897 Avg Close — Range —
Q3 2024
Shares 41,516 Value ($000) $2,015 Avg Close — Range —
Q2 2024
Shares 40,052 Value ($000) $1,913 Avg Close — Range —
Q1 2024
Shares 31,207 Value ($000) $1,501 Avg Close — Range —
Q4 2023
Shares 31,265 Value ($000) $1,517 Avg Close — Range —
Q3 2023
Shares 35,519 Value ($000) $1,651 Avg Close — Range —
Q2 2023
Shares 41,856 Value ($000) $1,994 Avg Close — Range —