Ever Source Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 93,024 shares of DFUS stock, worth $6.43 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
93,024
Previous 94,073 1.12%
Holding current value
$6.43 Million
Previous $6 Million 6.23%
% of portfolio
0.34%
Previous 0.36%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$59.61 - $66.71 $62,530 - $69,978
-1,049 Reduced 1.12%
93,024 $5.63 Million
Q4 2024

Feb 07, 2025
BUY
$61.52 - $66.5 $330,793 - $357,570
5,377 Added 6.06%
94,073 $6 Million
Q3 2024

Nov 08, 2024
SELL
$56.04 - $62.2 $27,683 - $30,726
-494 Reduced 0.55%
88,696 $5.52 Million
Q2 2024

Aug 13, 2024
SELL
$53.83 - $59.14 $96,894 - $106,452
-1,800 Reduced 1.98%
89,190 $5.25 Million
Q1 2024

Jun 11, 2024
BUY
$50.79 - $56.98 $2,539 - $2,849
50 Added 0.05%
90,990 $5.18 Million
Q4 2023

Feb 09, 2024
SELL
$44.51 - $52.0 $21,587 - $25,220
-485 Reduced 0.53%
90,940 $4.71 Million
Q2 2023

Aug 04, 2023
BUY
$43.77 - $48.16 $175 - $192
4 Added 0.0%
91,425 $4.4 Million
Q4 2022

Feb 09, 2023
SELL
$38.86 - $44.32 $25,880 - $29,517
-666 Reduced 0.72%
91,421 $3.8 Million
Q3 2022

Nov 07, 2022
BUY
$38.82 - $46.57 $369,449 - $443,206
9,517 Added 11.53%
92,087 $3.58 Million
Q2 2022

Aug 01, 2022
BUY
$39.62 - $49.51 $5,388 - $6,733
136 Added 0.16%
82,570 $3.37 Million
Q1 2022

May 25, 2022
BUY
$45.16 - $52.01 $3,838 - $4,420
85 Added 0.1%
82,434 $4.04 Million
Q4 2021

Feb 07, 2022
BUY
$47.05 - $51.98 $3.87 Million - $4.28 Million
82,349 New
82,349 $4.26 Million

Others Institutions Holding DFUS

# of Institutions
780
Shares Held
194M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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