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 $15.7 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
499,693
Previous 462,020
8.15%
Holding current value
$15.7 Million
Previous $15.8 Million
9.13%
% of portfolio
1.05%
Previous 1.07%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,067Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.79 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.46 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.18 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.17 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$569 Million0.26% of portfolio