Ever Source Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 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 129 shares of DFAI stock, worth $4,708. This represents 0.0% of its overall portfolio holdings.

Number of Shares
129
Previous 128 0.78%
Holding current value
$4,708
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$28.02 - $34.71 $28 - $34
1 Added 0.78%
129 $4,000
Q1 2025

May 13, 2025
SELL
$28.88 - $32.4 $866 - $972
-30 Reduced 18.99%
128 $3,000
Q4 2024

Feb 07, 2025
SELL
$29.0 - $31.6 $9,599 - $10,459
-331 Reduced 67.69%
158 $4,000
Q3 2024

Nov 08, 2024
BUY
$28.69 - $32.06 $9,496 - $10,611
331 Added 209.49%
489 $15,000
Q2 2024

Aug 13, 2024
BUY
$28.93 - $30.91 $28 - $30
1 Added 0.64%
158 $4,000
Q1 2024

Jun 11, 2024
BUY
$27.74 - $30.27 $1,109 - $1,210
40 Added 34.19%
157 $4,000
Q4 2023

Feb 09, 2024
BUY
$24.88 - $28.69 $124 - $143
5 Added 4.46%
117 $3,000
Q3 2023

Nov 03, 2023
BUY
$26.0 - $28.17 $286 - $309
11 Added 10.89%
112 $2,000
Q2 2023

Aug 04, 2023
BUY
$26.46 - $28.05 $1,481 - $1,570
56 Added 124.44%
101 $2,000
Q1 2023

May 11, 2023
BUY
$25.21 - $27.45 $554 - $603
22 Added 95.65%
45 $1,000
Q4 2022

Feb 09, 2023
BUY
$21.47 - $25.85 $150 - $180
7 Added 43.75%
23 $0
Q3 2022

Nov 07, 2022
SELL
$21.44 - $25.78 $31,709 - $38,128
-1,479 Reduced 98.93%
16 $0
Q2 2022

Aug 01, 2022
BUY
$23.87 - $28.49 $35,566 - $42,450
1,490 Added 29800.0%
1,495 $36,000
Q1 2022

May 25, 2022
BUY
$25.94 - $30.08 $129 - $150
5 New
5 $0

Others Institutions Holding DFAI

# of Institutions
693
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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