Evernest Financial Advisors, LLC Dimensional ETF Tr Transaction History

Evernest Financial Advisors, LLC

$275 Million
Q2 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 115,651 shares of DFAX stock, worth $3.46 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

115,651

Previous 118,614 2.5%

Holding current value

$3.46 Million

Previous $3.11 Million 9.3%

% of portfolio

1.23%

Previous 1.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$23.37 - $29.39 $69,245 - $87,082	-2,963 Reduced 2.5%	115,651 $3.4 Million
Q1 2025 May 09, 2025	SELL	$24.45 - $27.2 $696,336 - $774,656	-28,480 Reduced 19.36%	118,614 $3.11 Million
Q4 2024 Jan 23, 2025	SELL	$24.76 - $27.04 $738,813 - $806,846	-29,839 Reduced 16.86%	147,094 $3.66 Million
Q3 2024 Oct 21, 2024	BUY	$24.29 - $27.25 $175,422 - $196,799	7,222 Added 4.26%	176,933 $4.78 Million
Q2 2024 Aug 07, 2024	BUY	$24.57 - $26.36 $319,139 - $342,390	12,989 Added 8.29%	169,711 $4.31 Million
Q1 2024 May 10, 2024	SELL	$23.42 - $25.45 $7,869 - $8,551	-336 Reduced 0.21%	156,722 $3.86 Billion
Q4 2023 May 10, 2024	BUY	$21.44 - $24.42 $303,161 - $345,298	14,140 Added 9.02%	170,862 $4.17 Billion
Q4 2021 Feb 13, 2024	BUY	$25.17 - $26.82 $3.95 Million - $4.21 Million	157,058 New	157,058 $3.79 Billion

Others Institutions Holding DFAX

# of Institutions

637

Shares Held

243M

Call Options Held

6.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Evernest Financial Advisors, LLC Dimensional ETF Tr Transaction History