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 3,420 shares of DFIS stock, worth $108,482. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,420
Previous 6,557 47.84%
Holding current value
$108,482
Previous $169,000 39.64%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$23.2 - $29.84 $72,778 - $93,608
-3,137 Reduced 47.84%
3,420 $102,000
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
273
Shares Held
85.9M
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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