Ever Source Wealth Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 58,672 shares of DFAS stock, worth $3.97 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
58,672
Previous 65,799 10.83%
Holding current value
$3.97 Million
Previous $3.95 Million 3.74%
% of portfolio
0.26%
Previous 0.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$59.25 - $65.33 $422,274 - $465,606
-7,127 Reduced 10.83%
58,672 $3.81 Million
Q2 2024

Aug 13, 2024
BUY
$57.42 - $62.37 $700,524 - $760,914
12,200 Added 22.76%
65,799 $3.95 Million
Q1 2024

Jun 11, 2024
BUY
$56.66 - $62.34 $546,485 - $601,269
9,645 Added 21.94%
53,599 $3.34 Million
Q4 2023

Feb 09, 2024
BUY
$48.83 - $60.51 $733,084 - $908,436
15,013 Added 51.87%
43,954 $2.62 Million
Q3 2023

Nov 03, 2023
BUY
$51.84 - $57.67 $212,284 - $236,158
4,095 Added 16.48%
28,941 $1.52 Million
Q2 2023

Aug 04, 2023
BUY
$49.85 - $54.8 $5,184 - $5,699
104 Added 0.42%
24,846 $1.36 Million
Q4 2022

Feb 09, 2023
SELL
$47.77 - $54.73 $4,824 - $5,527
-101 Reduced 0.41%
24,742 $1.27 Million
Q3 2022

Nov 07, 2022
BUY
$46.47 - $55.84 $214,877 - $258,204
4,624 Added 22.87%
24,843 $1.16 Million
Q2 2022

Aug 01, 2022
SELL
$46.65 - $56.4 $74,360 - $89,901
-1,594 Reduced 7.31%
20,219 $971,000
Q1 2022

May 25, 2022
BUY
$53.45 - $60.82 $95,996 - $109,232
1,796 Added 8.97%
21,813 $1.22 Million
Q4 2021

Feb 07, 2022
BUY
$56.67 - $63.93 $1.13 Million - $1.28 Million
20,017 New
20,017 $1.2 Million

Others Institutions Holding DFAS

# of Institutions
689
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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