EverSource Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.6M	Buy	93,133 +3,730	+4%	+$276K	0.2%	86
2025 Q4	$6.63M	Sell	89,403 -1,188	-1%	-$87.3K	0.24%	83
2025 Q3	$6.56M	Sell	90,591 -416	-0.5%	-$29K	0.26%	84
2025 Q2	$6.1M	Sell	91,007 -2,017	-2%	-$125K	0.28%	85
2025 Q1	$5.63M	Sell	93,024 -1,049	-1%	-$67K	0.31%	76
2024 Q4	$6M	Buy	94,073 +5,377	+6%	+$345K	0.34%	71
2024 Q3	$5.52M	Sell	88,696 -494	-0.6%	-$29.6K	0.35%	66
2024 Q2	$5.34M	Sell	89,190 -1,800	-2%	-$102K	0.35%	67
2024 Q1	$4.97M	Buy	90,990 +50	+0.1%	+$2.71K	0.39%	63
2023 Q4	$4.71M	Sell	90,940 -485	-0.5%	-$23.5K	0.43%	57
2023 Q3	$4.26M	Hold	91,425	–	–	0.45%	61
2023 Q2	$4.4M	Buy	91,425 +4	+0%	+$182	0.49%	49
2023 Q1	$4.06M	Hold	91,421	–	–	0.51%	50
2022 Q4	$3.8M	Sell	91,421 -666	-0.7%	-$27.8K	0.58%	38
2022 Q3	$3.58M	Buy	92,087 +9,517	+12%	+$409K	0.82%	24
2022 Q2	$3.37M	Buy	82,570 +136	+0.2%	+$6.03K	0.87%	22
2022 Q1	$4.04M	Buy	82,434 +85	+0.1%	+$4.11K	1.02%	20
2021 Q4	$4.26M	Buy	+82,349	New	+$4.14M	1.19%	17