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 $5.74 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
88,696
Previous 89,190
0.55%
Holding current value
$5.74 Million
Previous $5.25 Million
5.11%
% of portfolio
0.37%
Previous 0.35%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio