DIMENSIONAL ETF TRUST

Ticker: DFAX CUSIP: 25434V880 Class: ETF

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

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

Q4 2025
Shares 135,538 Value ($000) $4,436 Avg Close Range
Q3 2025
Shares 136,213 Value ($000) $4,274 Avg Close Range
Q2 2025
Shares 130,350 Value ($000) $3,828 Avg Close Range
Q1 2025
Shares 139,223 Value ($000) $3,648 Avg Close Range
Q4 2024
Shares 143,303 Value ($000) $3,563 Avg Close Range
Q3 2024
Shares 80,171 Value ($000) $2,165 Avg Close Range
Q2 2024
Shares 73,526 Value ($000) $1,912 Avg Close Range
Q1 2024
Shares 71,700 Value ($000) $1,790 Avg Close Range
Q4 2023
Shares 65,371 Value ($000) $1,596 Avg Close Range
Q3 2023
Shares 62,762 Value ($000) $1,413 Avg Close Range
Q2 2023
Shares 63,913 Value ($000) $1,490 Avg Close Range
Q1 2023
Shares 63,775 Value ($000) $1,471 Avg Close Range
Q4 2022
Shares 58,480 Value ($000) $1,263 Avg Close Range
Q3 2022
Shares 60,464 Value ($000) $1,142 Avg Close Range
Q2 2022
Shares 68,166 Value ($000) $1,461 Avg Close Range
Q1 2022
Shares 48,929 Value ($000) $1,221 Avg Close Range
Q4 2021
Shares 37,639 Value ($000) $983 Avg Close Range