DIMENSIONAL ETF TRUST

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

ELEVATE WEALTH ADVISORY, INC's Holding History (CIK: 0002011651)

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

Q4 2025
Shares 36,624 Value ($000) $1,764 Avg Close — Range —
Q3 2025
Shares 36,699 Value ($000) $1,761 Avg Close — Range —
Q2 2025
Shares 35,968 Value ($000) $1,706 Avg Close — Range —
Q1 2025
Shares 34,490 Value ($000) $1,641 Avg Close — Range —
Q4 2024
Shares 41,285 Value ($000) $1,972 Avg Close — Range —
Q3 2024
Shares 40,510 Value ($000) $1,966 Avg Close — Range —
Q2 2024
Shares 40,345 Value ($000) $1,927 Avg Close — Range —
Q1 2024
Shares 39,717 Value ($000) $1,910 Avg Close — Range —
Q4 2023
Shares 31,786 Value ($000) $1,542 Avg Close — Range —