DIMENSIONAL ETF TRUST

Ticker: DFIP CUSIP: 25434V856 Class: INFLATION PROTE

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 164,063 Value ($000) $6,818 Avg Close — Range —
Q3 2025
Shares 240,233 Value ($000) $10,145 Avg Close — Range —
Q2 2025
Shares 83,158 Value ($000) $3,477 Avg Close — Range —
Q1 2025
Shares 85,798 Value ($000) $3,613 Avg Close — Range —
Q4 2024
Shares 82,555 Value ($000) $3,343 Avg Close — Range —
Q3 2024
Shares 82,232 Value ($000) $3,477 Avg Close — Range —
Q2 2024
Shares 82,341 Value ($000) $3,362 Avg Close — Range —
Q1 2024
Shares 86,976 Value ($000) $3,588 Avg Close — Range —
Q4 2023
Shares 99,417 Value ($000) $4,104 Avg Close — Range —
Q3 2023
Shares 80,340 Value ($000) $3,195 Avg Close — Range —
Q2 2023
Shares 88,397 Value ($000) $3,652 Avg Close — Range —
Q1 2023
Shares 83,225 Value ($000) $3,564 Avg Close — Range —
Q4 2022
Shares 73,470 Value ($000) $3,024 Avg Close — Range —
Q3 2022
Shares 64,065 Value ($000) $2,604 Avg Close — Range —
Q2 2022
Shares 50,613 Value ($000) $2,226 Avg Close — Range —
Q1 2022
Shares 24,921 Value ($000) $1,190 Avg Close — Range —
Q4 2021
Shares 7,915 Value ($000) $393 Avg Close — Range —