DIMENSIONAL ETF TRUST

Ticker: DFIP CUSIP: 25434V856 Class: INFLATION PROTE

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q4 2025
Shares 1,096,011 Value ($000) $45,545 Avg Close — Range —
Q3 2025
Shares 1,065,660 Value ($000) $45,003 Avg Close — Range —
Q2 2025
Shares 983,348 Value ($000) $41,114 Avg Close — Range —
Q1 2025
Shares 1,025,828 Value ($000) $43,199 Avg Close — Range —
Q4 2024
Shares 1,050,930 Value ($000) $42,553 Avg Close — Range —
Q3 2024
Shares 991,305 Value ($000) $41,912 Avg Close — Range —
Q2 2024
Shares 951,084 Value ($000) $38,838 Avg Close — Range —
Q1 2024
Shares 844,463 Value ($000) $34,834 Avg Close — Range —
Q4 2023
Shares 700,903 Value ($000) $28,933 Avg Close — Range —