DIMENSIONAL ETF TRUST

Ticker: DFAX CUSIP: 25434V880 Class: ETF

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 135,611 Value ($000) $4,439 Avg Close — Range —
Q3 2025
Shares 137,599 Value ($000) $4,318 Avg Close — Range —
Q2 2025
Shares 140,543 Value ($000) $4 Avg Close — Range —
Q1 2025
Shares 142,616 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 143,858 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 146,141 Value ($000) $4 Avg Close — Range —
Q2 2024
Shares 146,323 Value ($000) $4 Avg Close — Range —
Q1 2024
Shares 146,171 Value ($000) $4 Avg Close — Range —
Q4 2023
Shares 146,778 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 148,978 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 149,431 Value ($000) $3 Avg Close — Range —
Q1 2023
Shares 3,519,263 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 154,488 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 53,645 Value ($000) $1,013 Avg Close — Range —
Q2 2022
Shares 50,039 Value ($000) $1,073 Avg Close — Range —
Q1 2022
Shares 49,498 Value ($000) $1,235 Avg Close — Range —
Q4 2021
Shares 89,196 Value ($000) $2,329 Avg Close — Range —
Q3 2021
Shares 57,159 Value ($000) $1,479 Avg Close — Range —