DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

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

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

Q4 2025
Shares 56,820 Value ($000) $3,383 Avg Close — Range —
Q3 2025
Shares 68,799 Value ($000) $4,005 Avg Close — Range —
Q2 2025
Shares 68,843 Value ($000) $3,715 Avg Close — Range —
Q1 2025
Shares 55,021 Value ($000) $2,833 Avg Close — Range —
Q4 2024
Shares 55,128 Value ($000) $3,068 Avg Close — Range —
Q3 2024
Shares 55,736 Value ($000) $3,101 Avg Close — Range —
Q2 2024
Shares 55,034 Value ($000) $3,141 Avg Close — Range —
Q1 2024
Shares 54,992 Value ($000) $2,811 Avg Close — Range —
Q4 2023
Shares 54,892 Value ($000) $2,872 Avg Close — Range —
Q3 2023
Shares 54,626 Value ($000) $2,496 Avg Close — Range —
Q2 2023
Shares 56,211 Value ($000) $2,608 Avg Close — Range —
Q1 2023
Shares 56,793 Value ($000) $2,531 Avg Close — Range —
Q4 2022
Shares 57,067 Value ($000) $2,508 Avg Close — Range —
Q3 2022
Shares 57,067 Value ($000) $2,225 Avg Close — Range —
Q2 2022
Shares 41,767 Value ($000) $1,680 Avg Close — Range —
Q1 2022
Shares 43,416 Value ($000) $2,023 Avg Close — Range —
Q4 2021
Shares 47,770 Value ($000) $2,270 Avg Close — Range —