DIMENSIONAL ETF TRUST

Ticker: DFSD CUSIP: 25434V864 Class: SHORT DURATION F

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

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

Q4 2025
Shares 172,957 Value ($000) $8,293 Avg Close — Range —
Q3 2025
Shares 194,371 Value ($000) $9,367 Avg Close — Range —
Q2 2025
Shares 155,266 Value ($000) $7,454 Avg Close — Range —
Q1 2025
Shares 33,454 Value ($000) $1,590 Avg Close — Range —
Q4 2024
Shares 27,656 Value ($000) $1,296 Avg Close — Range —
Q3 2024
Shares 26,831 Value ($000) $1,281 Avg Close — Range —
Q2 2024
Shares 24,588 Value ($000) $1,164 Avg Close — Range —
Q1 2024
Shares 25,452 Value ($000) $1,190 Avg Close — Range —
Q4 2023
Shares 38,433 Value ($000) $1,807 Avg Close — Range —
Q3 2023
Shares 35,824 Value ($000) $1,662 Avg Close — Range —
Q2 2023
Shares 29,345 Value ($000) $1,360 Avg Close — Range —
Q1 2023
Shares 15,571 Value ($000) $727 Avg Close — Range —
Q4 2022
Shares 13,856 Value ($000) $639 Avg Close — Range —
Q3 2022
Shares 13,069 Value ($000) $601 Avg Close — Range —
Q2 2022
Shares 7,414 Value ($000) $347 Avg Close — Range —