Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,154 shares of DFAR stock, worth $27,038. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,154
Previous 637 81.16%
Holding current value
$27,038
Previous $14,000 92.86%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$22.9 - $24.1 $11,839 - $12,459
517 Added 81.16%
1,154 $27,000
Q2 2025

Aug 13, 2025
SELL
$20.99 - $23.93 $51,320 - $58,508
-2,445 Reduced 79.33%
637 $14,000
Q1 2025

May 13, 2025
SELL
$22.35 - $24.52 $38,151 - $41,855
-1,707 Reduced 35.64%
3,082 $73,000
Q4 2024

Feb 07, 2025
BUY
$22.72 - $25.76 $98,309 - $111,463
4,327 Added 936.58%
4,789 $111,000
Q2 2024

Aug 13, 2024
SELL
$20.41 - $22.23 $71,108 - $77,449
-3,484 Reduced 88.29%
462 $10,000
Q1 2024

Jun 11, 2024
BUY
$21.28 - $22.96 $74,139 - $79,992
3,484 Added 754.11%
3,946 $88,000
Q2 2023

Aug 04, 2023
SELL
$20.22 - $21.63 $6,692 - $7,159
-331 Reduced 41.74%
462 $9,000
Q1 2023

May 11, 2023
SELL
$19.83 - $23.92 $123,183 - $148,591
-6,212 Reduced 88.68%
793 $17,000
Q4 2022

Feb 09, 2023
BUY
$19.45 - $22.52 $23,631 - $27,361
1,215 Added 20.98%
7,005 $148,000
Q3 2022

Nov 07, 2022
BUY
$20.34 - $25.89 $117,768 - $149,903
5,790 New
5,790 $119,000

Others Institutions Holding DFAR

# of Institutions
279
Shares Held
45.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFAR Quotes by TradingView
  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
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