DIMENSIONAL ETF TRUST

Ticker: DFAX CUSIP: 25434V880 Class: ETF

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 2,608,713 Value ($000) $85,383 Avg Close — Range —
Q3 2025
Shares 2,806,089 Value ($000) $88,055 Avg Close — Range —
Q2 2025
Shares 2,850,542 Value ($000) $83,720 Avg Close — Range —
Q1 2025
Shares 2,916,306 Value ($000) $76,407 Avg Close — Range —
Q4 2024
Shares 2,914,747 Value ($000) $72,461 Avg Close — Range —
Q3 2024
Shares 2,877,495 Value ($000) $77,721 Avg Close — Range —
Q2 2024
Shares 2,848,317 Value ($000) $72,404 Avg Close — Range —
Q1 2024
Shares 2,832,063 Value ($000) $72,048 Avg Close — Range —
Q4 2023
Shares 2,800,507 Value ($000) $68,388 Avg Close — Range —
Q3 2023
Shares 2,740,926 Value ($000) $61,726 Avg Close — Range —
Q2 2023
Shares 2,693,131 Value ($000) $62,777 Avg Close — Range —
Q1 2023
Shares 2,687,262 Value ($000) $63,500 Avg Close — Range —
Q4 2022
Shares 2,840,550 Value ($000) $61,356 Avg Close — Range —
Q3 2022
Shares 1,500,204 Value ($000) $28,309 Avg Close — Range —
Q2 2022
Shares 1,367,635 Value ($000) $28,570 Avg Close — Range —
Q4 2021
Shares 1,216,073 Value ($000) $31,557 Avg Close — Range —