Ever Source Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 103,583 shares of DFIV stock, worth $4.07 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
103,583
Previous 105,213
1.55%
Holding current value
$4.07 Million
Previous $4.01 Million
8.29%
% of portfolio
0.22%
Previous 0.27%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
645Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$805 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$700 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$439 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$326 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$276 Million0.17% of portfolio