Ever Source Wealth Advisors, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 105,213 shares of DFIV stock, worth $3.72 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
105,213
Previous 104,598
0.59%
Holding current value
$3.72 Million
Previous $3.76 Million
6.57%
% of portfolio
0.27%
Previous 0.25%
Shares
12 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$685 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$670 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$395 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$274 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$238 Million0.04% of portfolio