Ever Source Wealth Advisors, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 55,021 shares of DFAT stock, worth $3.08 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

55,021

Previous 55,128 0.19%

Holding current value

$3.08 Million

Previous $3.07 Million 7.66%

% of portfolio

0.17%

Previous 0.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$50.44 - $58.1 $5,397 - $6,216	-107 Reduced 0.19%	55,021 $2.83 Million
Q4 2024 Feb 07, 2025	SELL	$54.54 - $61.04 $33,160 - $37,112	-608 Reduced 1.09%	55,128 $3.07 Million
Q3 2024 Nov 08, 2024	BUY	$51.0 - $57.07 $35,802 - $40,063	702 Added 1.28%	55,736 $3.1 Million
Q2 2024 Aug 13, 2024	BUY	$50.18 - $54.47 $2,107 - $2,287	42 Added 0.08%	55,034 $2.85 Million
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	$38.84 - $46.6 $594,252 - $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

778

Shares Held

170M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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