Evernest Financial Advisors, LLC Dimensional ETF Tr Transaction History

Evernest Financial Advisors, LLC

  • $363 Million
  • Q4 2024

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 147,094 shares of DFAX stock, worth $3.76 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
147,094
Previous 176,933 16.86%
Holding current value
$3.76 Million
Previous $4.78 Million 23.48%
% of portfolio
1.01%
Previous 1.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
527
Shares Held
230M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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