DIMENSIONAL ETF TRUST

Ticker: DFLV CUSIP: 25434V666 Class: US LARGE CAP VAL

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

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

Q4 2025
Shares 175 Value ($000) $6 Avg Close — Range —
Q3 2025
Shares 680 Value ($000) $22 Avg Close — Range —
Q2 2025
Shares 700 Value ($000) $22 Avg Close — Range —
Q1 2025
Shares 1,406 Value ($000) $43 Avg Close — Range —
Q4 2024
Shares 3,967 Value ($000) $119 Avg Close — Range —
Q3 2024
Shares 1,185 Value ($000) $37 Avg Close — Range —
Q2 2024
Shares 1,185 Value ($000) $36 Avg Close — Range —
Q1 2024
Shares 2,545 Value ($000) $73 Avg Close — Range —
Q4 2023
Shares 2,545 Value ($000) $69 Avg Close — Range —