Ever Source Wealth Advisors, LLC DIMENSIONAL US LARGE CAP VALUE ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Number of Shares
680
Previous 700 2.86%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
SELL
N/A
-20 Reduced 2.86%
680 $0
Q2 2025

Aug 13, 2025
SELL
N/A
-706 Reduced 50.21%
700 $0
Q1 2025

May 13, 2025
SELL
N/A
-2,561 Reduced 64.56%
1,406 $0
Q4 2024

Feb 07, 2025
BUY
N/A
2,782 Added 234.77%
3,967 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-1,360 Reduced 53.44%
1,185 $0
Q4 2023

Feb 09, 2024
BUY
N/A
2,545 New
2,545 $0
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