DIMENSIONAL ETF TRUST

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

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q4 2025
Shares 189,836 Value ($000) $9,144 Avg Close Range
Q3 2025
Shares 193,740 Value ($000) $9,296 Avg Close Range
Q2 2025
Shares 187,521 Value ($000) $8,894 Avg Close Range
Q1 2025
Shares 183,677 Value ($000) $8,738 Avg Close Range
Q4 2024
Shares 173,115 Value ($000) $8,270 Avg Close Range
Q3 2024
Shares 184,134 Value ($000) $8,938 Avg Close Range
Q2 2024
Shares 176,932 Value ($000) $8,452 Avg Close Range
Q1 2024
Shares 167,996 Value ($000) $8,079 Avg Close Range
Q4 2023
Shares 166,555 Value ($000) $8,080 Avg Close Range
Q3 2023
Shares 168,585 Value ($000) $7,834 Avg Close Range
Q3 2022
Shares 10,142 Value ($000) $473 Avg Close Range