Ever Source Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 56,764 shares of DFEM stock, worth $1.52 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

56,764

Previous 39,870 42.37%

Holding current value

$1.52 Million

Previous $1.02 Million 42.32%

% of portfolio

0.12%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$21.2 - $23.44 $50,816 - $56,185	2,397 Added 13.38%	20,314 $456,000
Q3 2022 Nov 07, 2022	BUY	$21.21 - $24.05 $380,019 - $430,903	17,917 New	17,917 $366,000

Others Institutions Holding DFEM

# of Institutions

306

Shares Held

116M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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