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 6,557 shares of DFIS stock, worth $200,775. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,557

Previous 28,370 76.89%

Holding current value

$200,775

Previous $696,000 75.72%

% of portfolio

0.01%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$23.92 - $26.89 $521,766 - $586,551	-21,813 Reduced 76.89%	6,557 $169,000
Q4 2024 Feb 07, 2025	BUY	$24.25 - $26.7 $430,874 - $474,405	17,768 Added 167.59%	28,370 $696,000
Q3 2024 Nov 08, 2024	SELL	$24.06 - $26.97 $620,483 - $695,529	-25,789 Reduced 70.87%	10,602 $284,000
Q2 2024 Aug 13, 2024	BUY	$24.08 - $25.86 $249,950 - $268,426	10,380 Added 39.91%	36,391 $896,000
Q1 2024 Jun 11, 2024	BUY	$23.13 - $25.1 $213,536 - $231,723	9,232 Added 55.02%	26,011 $651,000
Q4 2023 Feb 09, 2024	BUY	$20.55 - $24.23 $258,149 - $304,377	12,562 Added 297.89%	16,779 $405,000
Q3 2023 Nov 03, 2023	BUY	$21.81 - $23.89 $90,140 - $98,737	4,133 Added 4920.24%	4,217 $92,000
Q2 2023 Aug 04, 2023	BUY	$22.26 - $23.55 $1,869 - $1,978	84 New	84 $1,000

Others Institutions Holding DFIS

# of Institutions

260

Shares Held

85.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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