DIMENSIONAL ETF TRUST

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

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 41,641 Value ($000) $2,006 Avg Close — Range —
Q3 2025
Shares 31,632 Value ($000) $1,518 Avg Close — Range —
Q2 2025
Shares 27,861 Value ($000) $1,321 Avg Close — Range —
Q1 2025
Shares 10,860 Value ($000) $517 Avg Close — Range —