Ever Source Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 70,918 shares of DFEM stock, worth $2.3 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
70,918
Previous 79,131
10.38%
Holding current value
$2.3 Million
Previous $2.09 Million
0.53%
% of portfolio
0.11%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding DFEM
# of Institutions
476Shares Held
164MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$544 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$128 Million1.18% of portfolio