Ever Source Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
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 70,940 shares of DFEM stock, worth $1.88 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
70,940
Previous 61,809
14.77%
Holding current value
$1.88 Million
Previous $1.74 Million
6.79%
% of portfolio
0.11%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
418Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$434 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio