Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,946 shares of DFAR stock, worth $86,851. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,946
Previous 462 754.11%
Holding current value
$86,851
Previous $10,000 780.0%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$20.75 - $22.52 $25,211 - $27,361
1,215 Added 20.98%
7,005 $148,000
Q3 2022

Nov 07, 2022
BUY
$21.42 - $25.89 $124,021 - $149,903
5,790 New
5,790 $119,000

Others Institutions Holding DFAR

# of Institutions
197
Shares Held
29.7M
Call Options Held
0
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
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