Ever Source Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 55,736 shares of DFAT stock, worth $3.13 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
55,736
Previous 55,034 1.28%
Holding current value
$3.13 Million
Previous $2.85 Million 8.62%
% of portfolio
0.21%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$51.0 - $57.07 $35,802 - $40,063
702 Added 1.28%
55,736 $3.1 Million
Q2 2024

Aug 13, 2024
BUY
$50.18 - $54.47 $2,107 - $2,287
42 Added 0.08%
55,034 $2.85 Million
Q1 2024

Jun 11, 2024
BUY
$49.45 - $54.43 $4,945 - $5,443
100 Added 0.18%
54,992 $2.99 Million
Q4 2023

Feb 09, 2024
BUY
$42.71 - $53.09 $11,360 - $14,121
266 Added 0.49%
54,892 $2.87 Million
Q3 2023

Nov 03, 2023
SELL
$45.07 - $49.71 $71,435 - $78,790
-1,585 Reduced 2.82%
54,626 $2.5 Million
Q2 2023

Aug 04, 2023
SELL
$41.44 - $46.39 $24,118 - $26,998
-582 Reduced 1.02%
56,211 $2.61 Million
Q1 2023

May 11, 2023
SELL
$42.38 - $49.75 $11,612 - $13,631
-274 Reduced 0.48%
56,793 $2.53 Million
Q3 2022

Nov 07, 2022
BUY
$38.84 - $46.6 $594,252 - $712,980
15,300 Added 36.63%
57,067 $2.23 Million
Q2 2022

Aug 01, 2022
SELL
$39.72 - $47.15 $65,498 - $77,750
-1,649 Reduced 3.8%
41,767 $1.68 Million
Q1 2022

May 25, 2022
SELL
$44.35 - $48.64 $193,099 - $211,778
-4,354 Reduced 9.11%
43,416 $2.02 Million
Q4 2021

Feb 07, 2022
BUY
$44.48 - $49.36 $2.12 Million - $2.36 Million
47,770 New
47,770 $2.27 Million

Others Institutions Holding DFAT

# of Institutions
668
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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