Ever Source Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 24,588 shares of DFSD stock, worth $1.17 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
24,588
Previous 25,452
3.39%
Holding current value
$1.17 Million
Previous $1.2 Million
3.51%
% of portfolio
0.08%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.2 Million16.69% of portfolio