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

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

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 88,696 shares of DFUS stock, worth $5.82 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

88,696

Previous 89,190 0.55%

Holding current value

$5.82 Million

Previous $5.25 Million 5.11%

% of portfolio

0.37%

Previous 0.35%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

645

Shares Held

133M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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