DIMENSIONAL ETF TRUST

Ticker: DFSD CUSIP: 25434V864 Class: SHORT DURATION F

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q2 2025
Shares 28,860 Value ($000) $1,386 Avg Close — Range —
Q1 2025
Shares 87,320 Value ($000) $4,149 Avg Close — Range —
Q4 2024
Shares 99,549 Value ($000) $4,667 Avg Close — Range —
Q3 2024
Shares 91,363 Value ($000) $4,362 Avg Close — Range —
Q2 2024
Shares 94,049 Value ($000) $4,420 Avg Close — Range —
Q1 2024
Shares 84,819 Value ($000) $3,990 Avg Close — Range —
Q4 2022
Shares 16,017 Value ($000) $738 Avg Close — Range —
Q3 2022
Shares 15,508 Value ($000) $713 Avg Close — Range —
Q2 2022
Shares 16,554 Value ($000) $776 Avg Close — Range —
Q1 2022
Shares 24,861 Value ($000) $1,191 Avg Close — Range —