DIMENSIONAL ETF TRUST

Ticker: DFUS CUSIP: 25434V401 Class: COM

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

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

Q4 2025
Shares 89,403 Value ($000) $6,631 Avg Close Range
Q3 2025
Shares 90,591 Value ($000) $6,562 Avg Close Range
Q2 2025
Shares 91,007 Value ($000) $6,099 Avg Close Range
Q1 2025
Shares 93,024 Value ($000) $5,626 Avg Close Range
Q4 2024
Shares 94,073 Value ($000) $5,997 Avg Close Range
Q3 2024
Shares 88,696 Value ($000) $5,517 Avg Close Range
Q2 2024
Shares 89,190 Value ($000) $5,341 Avg Close Range
Q1 2024
Shares 90,990 Value ($000) $4,974 Avg Close Range
Q4 2023
Shares 90,940 Value ($000) $4,713 Avg Close Range
Q3 2023
Shares 91,425 Value ($000) $4,256 Avg Close Range
Q2 2023
Shares 91,425 Value ($000) $4,403 Avg Close Range
Q1 2023
Shares 91,421 Value ($000) $4,062 Avg Close Range
Q4 2022
Shares 91,421 Value ($000) $3,804 Avg Close Range
Q3 2022
Shares 92,087 Value ($000) $3,575 Avg Close Range
Q2 2022
Shares 82,570 Value ($000) $3,365 Avg Close Range
Q1 2022
Shares 82,434 Value ($000) $4,041 Avg Close Range
Q4 2021
Shares 82,349 Value ($000) $4,257 Avg Close Range