Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,082 shares of DFAR stock, worth $72,611. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,082

Previous 4,789 35.64%

Holding current value

$72,611

Previous $111,000 34.23%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

263

Shares Held

43.3M

Call Options Held

27.2K

Put Options Held

10K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History