Ever Source Wealth Advisors, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 27,656 shares of DFSD stock, worth $1.31 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
27,656
Previous 26,831 3.07%
Holding current value
$1.31 Million
Previous $1.28 Million 1.25%
% of portfolio
0.08%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$46.75 - $47.8 $38,568 - $39,435
825 Added 3.07%
27,656 $1.3 Million
Q3 2024

Nov 08, 2024
BUY
$47.0 - $47.84 $105,421 - $107,305
2,243 Added 9.12%
26,831 $1.28 Million
Q2 2024

Aug 13, 2024
SELL
$46.64 - $47.15 $40,296 - $40,737
-864 Reduced 3.39%
24,588 $1.16 Million
Q1 2024

Jun 11, 2024
SELL
$46.78 - $47.19 $607,251 - $612,573
-12,981 Reduced 33.78%
25,452 $1.2 Million
Q4 2023

Feb 09, 2024
BUY
$46.16 - $47.09 $120,431 - $122,857
2,609 Added 7.28%
38,433 $1.81 Million
Q3 2023

Nov 03, 2023
BUY
$46.24 - $46.65 $299,588 - $302,245
6,479 Added 22.08%
35,824 $1.66 Million
Q2 2023

Aug 04, 2023
BUY
$46.28 - $46.83 $637,460 - $645,036
13,774 Added 88.46%
29,345 $1.36 Million
Q1 2023

May 11, 2023
BUY
$46.1 - $46.75 $79,061 - $80,176
1,715 Added 12.38%
15,571 $726,000
Q4 2022

Feb 09, 2023
BUY
$45.19 - $46.47 $35,564 - $36,571
787 Added 6.02%
13,856 $638,000
Q3 2022

Nov 07, 2022
BUY
$45.55 - $47.51 $257,585 - $268,669
5,655 Added 76.27%
13,069 $601,000
Q2 2022

Aug 01, 2022
BUY
$46.22 - $47.82 $342,675 - $354,537
7,414 New
7,414 $347,000

Others Institutions Holding DFSD

# of Institutions
328
Shares Held
65.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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