DIMENSIONAL ETF TRUST

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

Helen Stephens Group, LLC's Holding History (CIK: 0001895252)

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

Q4 2025
Shares 72,980 Value ($000) $3,515 Avg Close Range
Q3 2025
Shares 68,486 Value ($000) $3,286 Avg Close Range
Q2 2025
Shares 69,632 Value ($000) $3,303 Avg Close Range
Q1 2025
Shares 46,034 Value ($000) $2,190 Avg Close Range
Q4 2024
Shares 40,496 Value ($000) $1,934 Avg Close Range
Q3 2024
Shares 39,162 Value ($000) $1,901 Avg Close Range
Q2 2024
Shares 45,746 Value ($000) $2,185 Avg Close Range
Q1 2024
Shares 42,409 Value ($000) $2,039 Avg Close Range
Q4 2023
Shares 48,885 Value ($000) $2,371 Avg Close Range
Q3 2023
Shares 36,620 Value ($000) $1,702 Avg Close Range
Q2 2023
Shares 37,063 Value ($000) $1,765 Avg Close Range
Q1 2023
Shares 49,930 Value ($000) $2,412 Avg Close Range
Q4 2022
Shares 46,998 Value ($000) $2,247 Avg Close Range