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 6,125 shares of DFSV stock, worth $194,223. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,125Holding current value
$194,223% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
482Shares Held
130MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$373 Million2.26% of portfolio
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Mather Group, Llc. Chicago, IL6.46MShares$205 Million2.05% of portfolio
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Ci Private Wealth, LLC Miami, FL5.8MShares$184 Million0.25% of portfolio
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Jmg Financial Group, Ltd.5.43MShares$172 Million5.05% of portfolio
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Ritholtz Wealth Management3.21MShares$102 Million2.12% of portfolio