Ever Source Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 125,781 shares of DFUV stock, worth $5.22 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

125,781

Previous 125,781 -0.0%

Holding current value

$5.22 Million

Previous $5.24 Million 1.85%

% of portfolio

0.31%

Previous 0.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$38.51 - $41.69 $4,967 - $5,378	-129 Reduced 0.1%	125,781 $5.24 Million
Q2 2024 Aug 13, 2024	SELL	$38.53 - $40.76 $323,266 - $341,976	-8,390 Reduced 6.25%	125,910 $4.94 Million
Q1 2024 Jun 11, 2024	BUY	$36.22 - $40.9 $287,007 - $324,091	7,924 Added 6.27%	134,300 $5.49 Million
Q4 2023 Feb 09, 2024	BUY	$31.85 - $37.39 $923 - $1,084	29 Added 0.02%	126,376 $4.7 Million
Q3 2023 Nov 03, 2023	SELL	$33.83 - $36.19 $15,663 - $16,755	-463 Reduced 0.37%	126,347 $4.3 Million
Q2 2023 Aug 04, 2023	BUY	$32.32 - $34.5 $161 - $172	5 Added 0.0%	126,810 $4.37 Million
Q1 2023 May 11, 2023	SELL	$31.9 - $35.83 $171,303 - $192,407	-5,370 Reduced 4.06%	126,805 $4.25 Million
Q3 2022 Nov 07, 2022	BUY	$29.6 - $34.78 $421,740 - $495,545	14,248 Added 12.08%	132,175 $3.91 Million
Q2 2022 Aug 01, 2022	BUY	$30.92 - $35.31 $3.65 Million - $4.16 Million	117,927 New	117,927 $3.73 Million

Others Institutions Holding DFUV

# of Institutions

707

Shares Held

275M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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 Us Marketwi Transaction History