Ever Source Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
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 59 shares of DFAE stock, worth $1,560. This represents 0.0% of its overall portfolio holdings.
Number of Shares
59
Previous 44
34.09%
Holding current value
$1,560
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding DFAE
# of Institutions
426Shares Held
119MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$335 Million1.22% of portfolio
-
Ubs Group Ag5.12MShares$135 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$114 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$103 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$96.8 Million0.26% of portfolio