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 178,362 shares of DIHP stock, worth $5.55 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
178,362
Previous 161,725
10.29%
Holding current value
$5.55 Million
Previous $4.77 Million
13.65%
% of portfolio
0.25%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
322Shares Held
141MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio