DIMENSIONAL ETF TRUST

Ticker: DFAS CUSIP: 25434V500 Class: ETF

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

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

Q4 2025
Shares 53,754 Value ($000) $3,745 Avg Close Range
Q3 2025
Shares 56,066 Value ($000) $3,838 Avg Close Range
Q2 2025
Shares 89,836 Value ($000) $5,723 Avg Close Range
Q1 2025
Shares 80,788 Value ($000) $4,827 Avg Close Range
Q4 2024
Shares 71,649 Value ($000) $4,663 Avg Close Range
Q3 2024
Shares 58,672 Value ($000) $3,805 Avg Close Range
Q2 2024
Shares 65,799 Value ($000) $4,299 Avg Close Range
Q1 2024
Shares 53,599 Value ($000) $3,139 Avg Close Range
Q4 2023
Shares 43,954 Value ($000) $2,621 Avg Close Range
Q3 2023
Shares 28,941 Value ($000) $1,519 Avg Close Range
Q2 2023
Shares 24,846 Value ($000) $1,362 Avg Close Range
Q1 2023
Shares 24,742 Value ($000) $1,304 Avg Close Range
Q4 2022
Shares 24,742 Value ($000) $1,266 Avg Close Range
Q3 2022
Shares 24,843 Value ($000) $1,156 Avg Close Range
Q2 2022
Shares 20,219 Value ($000) $971 Avg Close Range
Q1 2022
Shares 21,813 Value ($000) $1,223 Avg Close Range
Q4 2021
Shares 20,017 Value ($000) $1,201 Avg Close Range