Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 175,791 shares of DUHP stock, worth $6.1 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

175,791

Previous 148,852 18.1%

Holding current value

$6.1 Million

Previous $5.07 Million 17.12%

% of portfolio

0.36%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$33.62 - $35.69 $905,689 - $961,452	26,939 Added 18.1%	175,791 $5.94 Million
Q3 2024 Nov 08, 2024	BUY	$30.74 - $34.07 $351,112 - $389,147	11,422 Added 8.31%	148,852 $5.07 Million
Q2 2024 Aug 13, 2024	BUY	$29.72 - $32.4 $1.26 Million - $1.37 Million	42,376 Added 44.58%	137,430 $4.4 Million
Q1 2024 Jun 11, 2024	BUY	$28.16 - $31.61 $1.07 Million - $1.2 Million	37,905 Added 66.33%	95,054 $3 Million
Q4 2023 Feb 09, 2024	BUY	$24.79 - $28.64 $959,422 - $1.11 Million	38,702 Added 209.8%	57,149 $1.64 Million
Q3 2023 Nov 03, 2023	BUY	$25.64 - $27.32 $462,878 - $493,207	18,053 Added 4581.98%	18,447 $473,000
Q2 2023 Aug 04, 2023	BUY	$24.51 - $26.54 $9,656 - $10,456	394 New	394 $10,000

Others Institutions Holding DUHP

# of Institutions

389

Shares Held

219M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History