Ever Source Wealth Advisors, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 91,007 shares of DFUS stock, worth $6.59 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

91,007

Previous 93,024 2.17%

Holding current value

$6.59 Million

Previous $5.63 Million 8.41%

% of portfolio

0.31%

Previous 0.34%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$53.65 - $67.02 $108,212 - $135,179	-2,017 Reduced 2.17%	91,007 $6.1 Million
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

807

Shares Held

198M

Call Options Held

3.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

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