Evercore Wealth Management, LLC Dimensional ETF Tr Transaction History

Evercore Wealth Management, LLC

  • $6.56 Billion
  • Q3 2025

A detailed history of Evercore Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 25,000 shares of DFAX stock, worth $800,250. This represents 0.01% of its overall portfolio holdings.

Number of Shares
25,000
Previous 25,000 -0.0%
Holding current value
$800,250
Previous $734,000 6.81%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$23.42 - $25.45 $7,728 - $8,398
-330 Reduced 1.3%
25,000 $636,000
Q3 2021

Nov 15, 2021
BUY
$25.83 - $27.21 $654,273 - $689,229
25,330 New
25,330 $656,000

Others Institutions Holding DFAX

# of Institutions
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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