Ever Source Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 133,000 shares of DFAE stock, worth $3.67 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
133,000
Previous 31,694 319.64%
Holding current value
$3.67 Million
Previous $803,000 328.77%
% of portfolio
0.21%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$24.64 - $26.86 $2.5 Million - $2.72 Million
101,306 Added 319.64%
133,000 $3.44 Million
Q4 2024

Feb 07, 2025
BUY
$25.36 - $28.15 $802,263 - $890,525
31,635 Added 53618.64%
31,694 $803,000
Q1 2024

Jun 11, 2024
BUY
$22.74 - $24.88 $341 - $373
15 Added 34.09%
59 $1,000
Q4 2023

Feb 09, 2024
BUY
$21.63 - $24.11 $21 - $24
1 Added 2.33%
44 $1,000
Q3 2023

Nov 03, 2023
BUY
$22.43 - $24.83 $89 - $99
4 Added 10.26%
43 $0
Q2 2023

Aug 04, 2023
BUY
$22.38 - $24.3 $469 - $510
21 Added 116.67%
39 $0
Q1 2023

May 11, 2023
BUY
$21.78 - $24.36 $196 - $219
9 Added 100.0%
18 $0
Q4 2022

Feb 09, 2023
BUY
$19.67 - $22.73 $59 - $68
3 Added 50.0%
9 $0
Q3 2022

Nov 07, 2022
SELL
$20.09 - $23.68 $13,641 - $16,078
-679 Reduced 99.12%
6 $0
Q2 2022

Aug 01, 2022
BUY
$22.9 - $27.06 $15,640 - $18,481
683 Added 34150.0%
685 $15,000
Q1 2022

May 25, 2022
BUY
$24.29 - $28.31 $48 - $56
2 New
2 $0

Others Institutions Holding DFAE

# of Institutions
564
Shares Held
162M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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