Ever Source Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 499,693 shares of DFAC stock, worth $16.4 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

499,693

Previous 462,020 8.15%

Holding current value

$16.4 Million

Previous $15.8 Million 9.13%

% of portfolio

1.05%

Previous 1.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$33.92 - $36.6 $1.28 Million - $1.38 Million	37,673 Added 8.15%	499,693 $17.3 Million
Q3 2024 Nov 08, 2024	BUY	$31.05 - $34.29 $157,175 - $173,575	5,062 Added 1.11%	462,020 $15.8 Million
Q2 2024 Aug 13, 2024	BUY	$30.09 - $32.37 $207,831 - $223,579	6,907 Added 1.53%	456,958 $14.7 Million
Q1 2024 Jun 11, 2024	BUY	$28.62 - $31.95 $1.67 Million - $1.86 Million	58,328 Added 14.89%	450,051 $14.4 Million
Q4 2023 Feb 09, 2024	SELL	$24.91 - $29.38 $2.24 Million - $2.64 Million	-89,895 Reduced 18.67%	391,723 $11.5 Million
Q3 2023 Nov 03, 2023	BUY	$26.05 - $28.22 $1.3 Million - $1.41 Million	49,835 Added 11.54%	481,618 $12.6 Million
Q2 2023 Aug 04, 2023	BUY	$24.86 - $27.15 $496,329 - $542,049	19,965 Added 4.85%	431,783 $11.7 Million
Q1 2023 May 11, 2023	BUY	$24.18 - $26.58 $872,317 - $958,900	36,076 Added 9.6%	411,818 $10.5 Million
Q4 2022 Feb 09, 2023	BUY	$22.49 - $25.81 $540,367 - $620,136	24,027 Added 6.83%	375,742 $9.12 Million
Q3 2022 Nov 07, 2022	BUY	$22.24 - $26.54 $1.99 Million - $2.38 Million	89,489 Added 34.13%	351,715 $7.82 Million
Q2 2022 Aug 01, 2022	BUY	$22.75 - $27.77 $766,311 - $935,404	33,684 Added 14.74%	262,226 $6.11 Million
Q1 2022 May 25, 2022	BUY	$25.76 - $29.21 $1.13 Million - $1.28 Million	43,808 Added 23.71%	228,542 $6.3 Million
Q4 2021 Feb 07, 2022	BUY	$26.63 - $29.09 $4.92 Million - $5.37 Million	184,734 New	184,734 $5.35 Million

Others Institutions Holding DFAC

# of Institutions

1,066

Shares Held

799M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History