DIMENSIONAL ETF TRUST

Ticker: DFUV CUSIP: 25434V724 Class: COM

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

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

Q4 2025
Shares 180,368 Value ($000) $8,403 Avg Close Range
Q3 2025
Shares 170,685 Value ($000) $7,628 Avg Close Range
Q2 2025
Shares 173,672 Value ($000) $7,343 Avg Close Range
Q1 2025
Shares 125,781 Value ($000) $5,183 Avg Close Range
Q4 2024
Shares 125,781 Value ($000) $5,147 Avg Close Range
Q3 2024
Shares 125,781 Value ($000) $5,244 Avg Close Range
Q2 2024
Shares 125,910 Value ($000) $5,201 Avg Close Range
Q1 2024
Shares 134,300 Value ($000) $5,231 Avg Close Range
Q4 2023
Shares 126,376 Value ($000) $4,704 Avg Close Range
Q3 2023
Shares 126,347 Value ($000) $4,298 Avg Close Range
Q2 2023
Shares 126,810 Value ($000) $4,375 Avg Close Range
Q1 2023
Shares 126,805 Value ($000) $4,245 Avg Close Range
Q4 2022
Shares 132,175 Value ($000) $4,425 Avg Close Range
Q3 2022
Shares 132,175 Value ($000) $3,914 Avg Close Range
Q2 2022
Shares 117,927 Value ($000) $3,726 Avg Close Range