Ever Source Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 42,571 shares of DFCF stock, worth $1.77 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

42,571

Previous 36,529 16.54%

Holding current value

$1.77 Million

Previous $1.51 Million 18.54%

% of portfolio

0.11%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$40.79 - $42.32 $246,453 - $255,697	6,042 Added 16.54%	42,571 $1.79 Million
Q4 2024 Feb 07, 2025	BUY	$41.17 - $43.34 $99,878 - $105,142	2,426 Added 7.11%	36,529 $1.51 Million
Q3 2024 Nov 08, 2024	BUY	$41.34 - $43.55 $71,063 - $74,862	1,719 Added 5.31%	34,103 $1.47 Million
Q2 2024 Aug 13, 2024	SELL	$40.79 - $41.97 $516,401 - $531,340	-12,660 Reduced 28.11%	32,384 $1.35 Million
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	$39.82 - $42.74 $104,567 - $112,235	2,626 Added 10.47%	27,712 $1.15 Million
Q3 2022 Nov 07, 2022	BUY	$40.64 - $44.91 $472,561 - $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

427

Shares Held

113M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History