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 5,743 shares of DFSV stock, worth $180,330. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,743
Previous 6,125 6.24%
Holding current value
$180,330
Previous $180,000 1.11%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 10, 2025
SELL
$29.2 - $32.74 $11,154 - $12,506
-382 Reduced 6.24%
5,743 $182,000
Q2 2025

Aug 13, 2025
BUY
$24.21 - $29.47 $148,286 - $180,503
6,125 New
6,125 $180,000

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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