DIMENSIONAL ETF TRUST

Ticker: DFAC CUSIP: 25434V708 Class: COM

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2025
Shares 10,182 Value ($000) $403 Avg Close Range
Q3 2025
Shares 10,182 Value ($000) $393 Avg Close Range
Q2 2025
Shares 10,182 Value ($000) $365 Avg Close Range
Q1 2025
Shares 10,182 Value ($000) $336 Avg Close Range
Q4 2024
Shares 10,182 Value ($000) $352 Avg Close Range
Q3 2024
Shares 10,182 Value ($000) $349 Avg Close Range
Q2 2024
Shares 10,182 Value ($000) $328 Avg Close Range
Q1 2024
Shares 10,182 Value ($000) $325 Avg Close Range
Q4 2023
Shares 10,402 Value ($000) $304 Avg Close Range
Q3 2023
Shares 10,182 Value ($000) $267 Avg Close Range
Q2 2023
Shares 10,182 Value ($000) $276 Avg Close Range
Q1 2023
Shares 10,182 Value ($000) $259 Avg Close Range
Q4 2022
Shares 10,182 Value ($000) $247 Avg Close Range
Q3 2022
Shares 10,182 Value ($000) $226 Avg Close Range
Q2 2022
Shares 10,182 Value ($000) $237 Avg Close Range
Q1 2022
Shares 10,182 Value ($000) $281 Avg Close Range
Q4 2021
Shares 10,182 Value ($000) $295 Avg Close Range
Q3 2021
Shares 10,182 Value ($000) $271 Avg Close Range
Q2 2021
Shares 10,182 Value ($000) $275 Avg Close Range