DIMENSIONAL ETF TRUST

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

Wheelhouse Advisory Group LLC's Holding History (CIK: 0001998946)

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

Q4 2025
Shares 226,824 Value ($000) $10,926 Avg Close — Range —
Q3 2025
Shares 154,996 Value ($000) $7,437 Avg Close — Range —
Q2 2025
Shares 119,012 Value ($000) $5,645 Avg Close — Range —
Q1 2025
Shares 95,639 Value ($000) $4,550 Avg Close — Range —
Q4 2024
Shares 41,060 Value ($000) $1,961 Avg Close — Range —
Q3 2024
Shares 14,631 Value ($000) $710 Avg Close — Range —