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 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

103,583

Previous 105,213 1.55%

Holding current value

$4 Million

Previous $4.01 Million 8.29%

% of portfolio

0.22%

Previous 0.27%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$34.86 - $37.97 $56,821 - $61,891	-1,630 Reduced 1.55%	103,583 $3.67 Million
Q3 2024 Nov 08, 2024	BUY	$34.66 - $38.38 $21,315 - $23,603	615 Added 0.59%	105,213 $4.01 Million
Q2 2024 Aug 13, 2024	SELL	$35.5 - $38.02 $32,802 - $35,130	-924 Reduced 0.88%	104,598 $3.76 Million
Q1 2024 Jun 11, 2024	SELL	$33.15 - $36.75 $16,541 - $18,338	-499 Reduced 0.47%	105,522 $3.88 Million
Q4 2023 Feb 09, 2024	BUY	$30.86 - $34.46 $35,951 - $40,145	1,165 Added 1.11%	106,021 $3.64 Million
Q3 2023 Nov 03, 2023	SELL	$32.1 - $34.42 $1,251 - $1,342	-39 Reduced 0.04%	104,856 $3.42 Million
Q2 2023 Aug 04, 2023	BUY	$31.45 - $33.77 $754 - $810	24 Added 0.02%	104,895 $3.45 Million
Q1 2023 May 11, 2023	SELL	$30.43 - $33.38 $5,659 - $6,208	-186 Reduced 0.18%	104,871 $3.38 Million
Q4 2022 Feb 09, 2023	BUY	$25.88 - $31.1 $621 - $746	24 Added 0.02%	105,057 $3.19 Million
Q3 2022 Nov 07, 2022	BUY	$25.71 - $30.57 $188,917 - $224,628	7,348 Added 7.52%	105,033 $2.71 Million
Q2 2022 Aug 01, 2022	BUY	$28.66 - $33.84 $8,655 - $10,219	302 Added 0.31%	97,685 $2.82 Million
Q1 2022 May 25, 2022	BUY	$30.75 - $35.49 $139,697 - $161,231	4,543 Added 4.89%	97,383 $3.26 Million
Q4 2021 Feb 07, 2022	BUY	$31.61 - $34.21 $2.93 Million - $3.18 Million	92,840 New	92,840 $3.05 Million

Others Institutions Holding DFIV

# of Institutions

625

Shares Held

214M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Ever Source Wealth Advisors, LLC Dimensional ETF Tr Transaction History