DIMENSIONAL ETF TRUST

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

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 41,199 Value ($000) $1,985 Avg Close — Range —
Q3 2025
Shares 36,669 Value ($000) $1,759 Avg Close — Range —
Q2 2025
Shares 41,463 Value ($000) $1,967 Avg Close — Range —
Q1 2025
Shares 77,558 Value ($000) $3,689 Avg Close — Range —
Q4 2024
Shares 101,865 Value ($000) $4,866 Avg Close — Range —
Q3 2024
Shares 111,168 Value ($000) $5,396 Avg Close — Range —
Q2 2024
Shares 92,084 Value ($000) $4,399 Avg Close — Range —
Q1 2024
Shares 51,029 Value ($000) $2,454 Avg Close — Range —
Q4 2023
Shares 20,999 Value ($000) $1,019 Avg Close — Range —
Q3 2023
Shares 15,499 Value ($000) $720 Avg Close — Range —
Q2 2023
Shares 19,624 Value ($000) $935 Avg Close — Range —
Q1 2023
Shares 14,944 Value ($000) $722 Avg Close — Range —
Q4 2022
Shares 13,094 Value ($000) $626 Avg Close — Range —
Q3 2022
Shares 8,519 Value ($000) $397 Avg Close — Range —
Q2 2022
Shares 4,749 Value ($000) $228 Avg Close — Range —