Ever Source Wealth Advisors, LLC DIMENSIONAL WORLD EQUITY ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Number of Shares
8,169
Previous 8,099 0.86%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
BUY
N/A
70 Added 0.86%
8,169 $0
Q2 2025

Aug 13, 2025
SELL
N/A
-52 Reduced 0.64%
8,099 $0
Q1 2025

May 13, 2025
BUY
N/A
739 Added 9.97%
8,151 $0
Q4 2024

Feb 07, 2025
BUY
N/A
7,412 New
7,412 $0
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