Ever Source Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 31,694 shares of DFAE stock, worth $790,448. This represents 0.05% of its overall portfolio holdings.

Number of Shares

31,694

Previous 59 53618.64%

Holding current value

$790,448

Previous $1,000 80200.0%

% of portfolio

0.05%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$25.36 - $28.15 $802,263 - $890,525	31,635 Added 53618.64%	31,694 $803,000
Q1 2024 Jun 11, 2024	BUY	$22.74 - $24.88 $341 - $373	15 Added 34.09%	59 $1,000
Q4 2023 Feb 09, 2024	BUY	$21.63 - $24.11 $21 - $24	1 Added 2.33%	44 $1,000
Q3 2023 Nov 03, 2023	BUY	$22.43 - $24.83 $89 - $99	4 Added 10.26%	43 $0
Q2 2023 Aug 04, 2023	BUY	$22.38 - $24.3 $469 - $510	21 Added 116.67%	39 $0
Q1 2023 May 11, 2023	BUY	$21.78 - $24.36 $196 - $219	9 Added 100.0%	18 $0
Q4 2022 Feb 09, 2023	BUY	$19.67 - $22.73 $59 - $68	3 Added 50.0%	9 $0
Q3 2022 Nov 07, 2022	SELL	$20.09 - $23.68 $13,641 - $16,078	-679 Reduced 99.12%	6 $0
Q2 2022 Aug 01, 2022	BUY	$22.9 - $27.06 $15,640 - $18,481	683 Added 34150.0%	685 $15,000
Q1 2022 May 25, 2022	BUY	$24.29 - $28.31 $48 - $56	2 New	2 $0

Others Institutions Holding DFAE

# of Institutions

539

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Ever Source Wealth Advisors, LLC Dimensional ETF Tr Transaction History