DIMENSIONAL ETF TRUST

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

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 64,819 Value ($000) $3,122 Avg Close Range
Q3 2025
Shares 65,072 Value ($000) $3,122 Avg Close Range
Q2 2025
Shares 65,171 Value ($000) $3 Avg Close Range
Q1 2025
Shares 5,061 Value ($000) $0 Avg Close Range