DIMENSIONAL ETF TRUST

Ticker: DFIS CUSIP: 25434V773 Class: ETF

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

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

Q4 2025
Shares 1,692 Value ($000) $56 Avg Close Range
Q3 2025
Shares 1,743 Value ($000) $55 Avg Close Range
Q2 2025
Shares 3,420 Value ($000) $102 Avg Close Range
Q1 2025
Shares 6,557 Value ($000) $169 Avg Close Range
Q4 2024
Shares 28,370 Value ($000) $697 Avg Close Range
Q3 2024
Shares 10,602 Value ($000) $284 Avg Close Range
Q2 2024
Shares 36,391 Value ($000) $943 Avg Close Range
Q1 2024
Shares 26,011 Value ($000) $634 Avg Close Range
Q4 2023
Shares 16,779 Value ($000) $406 Avg Close Range
Q3 2023
Shares 4,217 Value ($000) $93 Avg Close Range
Q2 2023
Shares 84 Value ($000) $2 Avg Close Range