Ever Source Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 45,044 shares of DFCF stock, worth $1.87 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
45,044
Previous 84,759 46.86%
Holding current value
$1.87 Million
Previous $3.56 Million 46.86%
% of portfolio
0.15%
Previous 0.32%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
SELL
$41.54 - $42.6 $1.65 Million - $1.69 Million
-39,715 Reduced 46.86%
45,044 $1.89 Million
Q4 2023

Feb 09, 2024
BUY
$39.52 - $42.54 $416,185 - $447,988
10,531 Added 14.19%
84,759 $3.59 Million
Q3 2023

Nov 03, 2023
BUY
$40.3 - $42.05 $581,891 - $607,159
14,439 Added 24.15%
74,228 $3 Million
Q2 2023

Aug 04, 2023
BUY
$41.55 - $42.94 $1.16 Million - $1.19 Million
27,818 Added 87.01%
59,789 $2.49 Million
Q1 2023

May 11, 2023
BUY
$41.26 - $43.27 $175,726 - $184,286
4,259 Added 15.37%
31,971 $1.36 Million
Q4 2022

Feb 09, 2023
BUY
$40.28 - $42.74 $105,775 - $112,235
2,626 Added 10.47%
27,712 $1.15 Million
Q3 2022

Nov 07, 2022
BUY
$41.42 - $44.91 $481,631 - $522,213
11,628 Added 86.4%
25,086 $1.03 Million
Q2 2022

Aug 01, 2022
BUY
$42.49 - $46.23 $571,830 - $622,163
13,458 New
13,458 $587,000

Others Institutions Holding DFCF

# of Institutions
289
Shares Held
78.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

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