Ever Source Wealth Advisors, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 54,992 shares of DFAT stock, worth $2.82 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

54,992

Previous 54,892 0.18%

Holding current value

$2.82 Million

Previous $2.99 Million 0.2%

% of portfolio

0.24%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	BUY	$49.45 - $54.43 $4,945 - $5,443	100 Added 0.18%	54,992 $2.99 Million
Q4 2023 Feb 09, 2024	BUY	$42.71 - $53.09 $11,360 - $14,121	266 Added 0.49%	54,892 $2.87 Million
Q3 2023 Nov 03, 2023	SELL	$45.07 - $49.71 $71,435 - $78,790	-1,585 Reduced 2.82%	54,626 $2.5 Million
Q2 2023 Aug 04, 2023	SELL	$41.44 - $46.39 $24,118 - $26,998	-582 Reduced 1.02%	56,211 $2.61 Million
Q1 2023 May 11, 2023	SELL	$42.38 - $49.75 $11,612 - $13,631	-274 Reduced 0.48%	56,793 $2.53 Million

Q3 2022 Nov 07, 2022	BUY	$39.41 - $46.6 $602,973 - $712,980	15,300 Added 36.63%	57,067 $2.23 Million
Q2 2022 Aug 01, 2022	SELL	$39.72 - $47.15 $65,498 - $77,750	-1,649 Reduced 3.8%	41,767 $1.68 Million
Q1 2022 May 25, 2022	SELL	$44.35 - $48.64 $193,099 - $211,778	-4,354 Reduced 9.11%	43,416 $2.02 Million
Q4 2021 Feb 07, 2022	BUY	$44.48 - $49.36 $2.12 Million - $2.36 Million	47,770 New	47,770 $2.27 Million

Others Institutions Holding DFAT

# of Institutions

632

Shares Held

151M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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