Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 389,663 shares of DFIC stock, worth $12.8 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

389,663

Previous 345,956 12.63%

Holding current value

$12.8 Million

Previous $9.61 Million 26.1%

% of portfolio

0.62%

Previous 0.58%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$24.94 - $31.15 $1.09 Million - $1.36 Million	43,707 Added 12.63%	389,663 $12.1 Million
Q1 2025 May 13, 2025	BUY	$25.54 - $28.79 $4.13 Million - $4.65 Million	161,600 Added 87.66%	345,956 $9.61 Million
Q4 2024 Feb 07, 2025	BUY	$25.61 - $28.0 $1.21 Million - $1.32 Million	47,280 Added 34.49%	184,356 $4.77 Million
Q3 2024 Nov 08, 2024	BUY	$25.36 - $28.37 $98,675 - $110,387	3,891 Added 2.92%	137,076 $3.86 Million
Q2 2024 Aug 13, 2024	BUY	$25.73 - $27.44 $246,930 - $263,341	9,597 Added 7.77%	133,185 $3.5 Million
Q1 2024 Jun 11, 2024	BUY	$24.62 - $26.83 $910,102 - $991,797	36,966 Added 42.68%	123,588 $3.31 Million
Q4 2023 Feb 09, 2024	BUY	$22.18 - $25.58 $94,642 - $109,149	4,267 Added 5.18%	86,622 $2.21 Million
Q3 2023 Nov 03, 2023	BUY	$23.25 - $25.17 $413,315 - $447,447	17,777 Added 27.53%	82,355 $1.92 Million
Q2 2023 Aug 04, 2023	BUY	$23.45 - $24.88 $158,545 - $168,213	6,761 Added 11.69%	64,578 $1.57 Million
Q1 2023 May 11, 2023	BUY	$22.5 - $24.64 $163,957 - $179,551	7,287 Added 14.42%	57,817 $1.39 Million
Q4 2022 Feb 09, 2023	BUY	$19.06 - $23.03 $118,629 - $143,338	6,224 Added 14.05%	50,530 $1.13 Million
Q3 2022 Nov 07, 2022	BUY	$19.05 - $23.07 $844,029 - $1.02 Million	44,306 New	44,306 $849,000

Others Institutions Holding DFIC

# of Institutions

516

Shares Held

298M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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