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

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 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 345,956 shares of DFIC stock, worth $10.6 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
345,956
Previous 184,356 87.66%
Holding current value
$10.6 Million
Previous $4.77 Million 101.62%
% of portfolio
0.58%
Previous 0.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
471
Shares Held
279M
Call Options Held
6.6K
Put Options Held
3.9K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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