Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 637 shares of DFAR stock, worth $15,154. This represents 0.0% of its overall portfolio holdings.

Number of Shares
637
Previous 3,082 79.33%
Holding current value
$15,154
Previous $73,000 80.82%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
$20.99 - $23.93 $51,320 - $58,508
-2,445 Reduced 79.33%
637 $14,000
Q1 2025

May 13, 2025
SELL
$22.35 - $24.52 $38,151 - $41,855
-1,707 Reduced 35.64%
3,082 $73,000
Q4 2024

Feb 07, 2025
BUY
$22.72 - $25.76 $98,309 - $111,463
4,327 Added 936.58%
4,789 $111,000
Q2 2024

Aug 13, 2024
SELL
$20.41 - $22.23 $71,108 - $77,449
-3,484 Reduced 88.29%
462 $10,000
Q1 2024

Jun 11, 2024
BUY
$21.28 - $22.96 $74,139 - $79,992
3,484 Added 754.11%
3,946 $88,000
Q2 2023

Aug 04, 2023
SELL
$20.22 - $21.63 $6,692 - $7,159
-331 Reduced 41.74%
462 $9,000
Q1 2023

May 11, 2023
SELL
$19.83 - $23.92 $123,183 - $148,591
-6,212 Reduced 88.68%
793 $17,000
Q4 2022

Feb 09, 2023
BUY
$19.45 - $22.52 $23,631 - $27,361
1,215 Added 20.98%
7,005 $148,000
Q3 2022

Nov 07, 2022
BUY
$20.34 - $25.89 $117,768 - $149,903
5,790 New
5,790 $119,000

Others Institutions Holding DFAR

# of Institutions
279
Shares Held
44.3M
Call Options Held
9.6K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFAR Quotes by TradingView
  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email