Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 26,011 shares of DFIS stock, worth $644,812. This represents 0.05% of its overall portfolio holdings.

Number of Shares
26,011
Previous 16,779 55.02%
Holding current value
$644,812
Previous $420,000 55.0%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
170
Shares Held
48.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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