DIMENSIONAL ETF TRUST

Ticker: DFAE CUSIP: 25434V302 Class: EMGR CRE EQT MNG

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 148,091 Value ($000) $4,823 Avg Close Range
Q3 2025
Shares 142,009 Value ($000) $4,478 Avg Close Range
Q2 2025
Shares 135,374 Value ($000) $3,919 Avg Close Range
Q1 2025
Shares 133,000 Value ($000) $3,443 Avg Close Range
Q4 2024
Shares 31,694 Value ($000) $804 Avg Close Range
Q3 2024
Shares 59 Value ($000) $2 Avg Close Range
Q2 2024
Shares 59 Value ($000) $2 Avg Close Range
Q1 2024
Shares 59 Value ($000) $1 Avg Close Range
Q4 2023
Shares 44 Value ($000) $1 Avg Close Range
Q3 2023
Shares 43 Value ($000) $1 Avg Close Range
Q2 2023
Shares 39 Value ($000) $1 Avg Close Range
Q1 2023
Shares 18 Value ($000) $0 Avg Close Range
Q4 2022
Shares 9 Value ($000) $0 Avg Close Range
Q3 2022
Shares 6 Value ($000) $0 Avg Close Range
Q2 2022
Shares 685 Value ($000) $15 Avg Close Range
Q1 2022
Shares 2 Value ($000) $0 Avg Close Range