Ever Source Wealth Advisors, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 80,171 shares of DFAX stock, worth $1.99 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
80,171
Previous 73,526 9.04%
Holding current value
$1.99 Million
Previous $1.87 Million 15.84%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Nov 08, 2024
BUY
$24.29 - $27.25 $161,407 - $181,076
6,645 Added 9.04%
80,171 $2.17 Million
Q2 2024

Aug 13, 2024
BUY
$24.57 - $26.36 $44,864 - $48,133
1,826 Added 2.55%
73,526 $1.87 Million
Q1 2024

Jun 11, 2024
BUY
$23.42 - $25.45 $148,225 - $161,073
6,329 Added 9.68%
71,700 $1.82 Million
Q4 2023

Feb 09, 2024
BUY
$21.44 - $24.42 $55,936 - $63,711
2,609 Added 4.16%
65,371 $1.6 Million
Q3 2023

Nov 03, 2023
SELL
$22.41 - $24.35 $25,793 - $28,026
-1,151 Reduced 1.8%
62,762 $1.41 Million
Q2 2023

Aug 04, 2023
BUY
$22.56 - $24.03 $3,113 - $3,316
138 Added 0.22%
63,913 $1.49 Million
Q1 2023

May 11, 2023
BUY
$21.74 - $23.72 $115,113 - $125,597
5,295 Added 9.05%
63,775 $1.47 Million
Q4 2022

Feb 09, 2023
SELL
$18.81 - $22.36 $37,319 - $44,362
-1,984 Reduced 3.28%
58,480 $1.26 Million
Q3 2022

Nov 07, 2022
SELL
$18.89 - $22.64 $145,490 - $174,373
-7,702 Reduced 11.3%
60,464 $1.14 Million
Q2 2022

Aug 01, 2022
BUY
$21.22 - $25.37 $408,209 - $488,042
19,237 Added 39.32%
68,166 $1.46 Million
Q1 2022

May 25, 2022
BUY
$23.26 - $26.72 $262,605 - $301,668
11,290 Added 30.0%
48,929 $1.22 Million
Q4 2021

Feb 07, 2022
BUY
$25.17 - $26.82 $947,373 - $1.01 Million
37,639 New
37,639 $983,000

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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