DIMENSIONAL ETF TRUST

Ticker: DFAC CUSIP: 25434V708 Class: COM

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

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

Q4 2025
Shares 690,258 Value ($000) $27,327 Avg Close Range
Q3 2025
Shares 733,602 Value ($000) $28,295 Avg Close Range
Q2 2025
Shares 696,150 Value ($000) $24,950 Avg Close Range
Q1 2025
Shares 563,146 Value ($000) $18,578 Avg Close Range
Q4 2024
Shares 499,693 Value ($000) $17,284 Avg Close Range
Q3 2024
Shares 462,020 Value ($000) $15,843 Avg Close Range
Q2 2024
Shares 456,958 Value ($000) $15,230 Avg Close Range
Q1 2024
Shares 450,051 Value ($000) $13,700 Avg Close Range
Q4 2023
Shares 391,723 Value ($000) $11,450 Avg Close Range
Q3 2023
Shares 481,618 Value ($000) $12,618 Avg Close Range
Q2 2023
Shares 431,783 Value ($000) $11,723 Avg Close Range
Q1 2023
Shares 411,818 Value ($000) $10,493 Avg Close Range
Q4 2022
Shares 375,742 Value ($000) $9,123 Avg Close Range
Q3 2022
Shares 351,715 Value ($000) $7,822 Avg Close Range
Q2 2022
Shares 262,226 Value ($000) $6,110 Avg Close Range
Q1 2022
Shares 228,542 Value ($000) $6,303 Avg Close Range
Q4 2021
Shares 184,734 Value ($000) $5,352 Avg Close Range