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 $1.81 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

70,940

Previous 61,809 14.77%

Holding current value

$1.81 Million

Previous $1.74 Million 6.79%

% of portfolio

0.11%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$26.16 - $28.82 $238,866 - $263,155	9,131 Added 14.77%	70,940 $1.86 Million
Q3 2024 Nov 08, 2024	BUY	$25.21 - $28.46 $45,025 - $50,829	1,786 Added 2.98%	61,809 $1.74 Million
Q2 2024 Aug 13, 2024	BUY	$24.84 - $27.2 $80,953 - $88,644	3,259 Added 5.74%	60,023 $1.6 Million
Q1 2024 Jun 11, 2024	BUY	$23.62 - $25.64 $399,036 - $433,162	16,894 Added 42.37%	56,764 $1.45 Million
Q4 2023 Feb 09, 2024	BUY	$22.36 - $24.96 $159,449 - $177,989	7,131 Added 21.78%	39,870 $995,000
Q3 2023 Nov 03, 2023	BUY	$23.16 - $25.43 $156,770 - $172,135	6,769 Added 26.06%	32,739 $763,000
Q2 2023 Aug 04, 2023	BUY	$23.0 - $24.82 $54,763 - $59,096	2,381 Added 10.09%	25,970 $624,000
Q1 2023 May 11, 2023	BUY	$22.42 - $24.83 $73,425 - $81,318	3,275 Added 16.12%	23,589 $556,000
Q4 2022 Feb 09, 2023	BUY	$20.21 - $23.44 $48,443 - $56,185	2,397 Added 13.38%	20,314 $456,000
Q3 2022 Nov 07, 2022	BUY	$20.44 - $24.05 $366,223 - $430,903	17,917 New	17,917 $366,000

Others Institutions Holding DFEM

# of Institutions

421

Shares Held

1.17B

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History