Ever Source Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 125,781 shares of DFUV stock, worth $5.29 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
125,781
Previous 125,781 -0.0%
Holding current value
$5.29 Million
Previous $5.24 Million 1.85%
% of portfolio
0.31%
Previous 0.36%

Shares

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

Nov 08, 2024
SELL
$38.51 - $41.69 $4,967 - $5,378
-129 Reduced 0.1%
125,781 $5.24 Million
Q2 2024

Aug 13, 2024
SELL
$38.53 - $40.76 $323,266 - $341,976
-8,390 Reduced 6.25%
125,910 $4.94 Million
Q1 2024

Jun 11, 2024
BUY
$36.22 - $40.9 $287,007 - $324,091
7,924 Added 6.27%
134,300 $5.49 Million
Q4 2023

Feb 09, 2024
BUY
$31.85 - $37.39 $923 - $1,084
29 Added 0.02%
126,376 $4.7 Million
Q3 2023

Nov 03, 2023
SELL
$33.83 - $36.19 $15,663 - $16,755
-463 Reduced 0.37%
126,347 $4.3 Million
Q2 2023

Aug 04, 2023
BUY
$32.32 - $34.5 $161 - $172
5 Added 0.0%
126,810 $4.37 Million
Q1 2023

May 11, 2023
SELL
$31.9 - $35.83 $171,303 - $192,407
-5,370 Reduced 4.06%
126,805 $4.25 Million
Q3 2022

Nov 07, 2022
BUY
$29.6 - $34.78 $421,740 - $495,545
14,248 Added 12.08%
132,175 $3.91 Million
Q2 2022

Aug 01, 2022
BUY
$30.92 - $35.31 $3.65 Million - $4.16 Million
117,927 New
117,927 $3.73 Million

Others Institutions Holding DFUV

# of Institutions
702
Shares Held
275M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email