EverSource Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.72M	Buy	169,072 +20,981	+14%	+$734K	0.18%	108
2025 Q4	$4.82M	Buy	148,091 +6,082	+4%	+$196K	0.18%	106
2025 Q3	$4.48M	Buy	142,009 +6,635	+5%	+$200K	0.18%	108
2025 Q2	$3.92M	Buy	135,374 +2,374	+2%	+$63.7K	0.18%	112
2025 Q1	$3.44M	Buy	133,000 +101,306	+320%	+$2.63M	0.19%	109
2024 Q4	$804K	Buy	31,694 +31,635	+53,619%	+$837K	0.05%	276
2024 Q3	$1.63K	Hold	59	–	–	﹤0.01%	2602
2024 Q2	$1.54K	Hold	59	–	–	﹤0.01%	2630
2024 Q1	$1.47K	Buy	59 +15	+34%	+$360	﹤0.01%	2467
2023 Q4	$1.06K	Buy	44 +1	+2%	+$23	﹤0.01%	2384
2023 Q3	$974	Buy	43 +4	+10%	+$94	﹤0.01%	2234
2023 Q2	$917	Buy	39 +21	+117%	+$486	﹤0.01%	2258
2023 Q1	$416	Buy	18 +9	+100%	+$207	﹤0.01%	2266
2022 Q4	$199	Buy	9 +3	+50%	+$64	﹤0.01%	2256
2022 Q3	$0	Sell	6 -679	-99%	-$15.3K	﹤0.01%	1997
2022 Q2	$15K	Buy	685 +683	+34,150%	+$16.7K	﹤0.01%	907
2022 Q1	$0	Buy	+2	New	+$54	﹤0.01%	1738