Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 161,725 shares of DIHP stock, worth $4.97 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
161,725
Previous 103,625
56.07%
Holding current value
$4.97 Million
Previous $2.79 Million
70.87%
% of portfolio
0.24%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
294Shares Held
150MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$792 Million1.57% of portfolio
-
Envestnet Asset Management Inc25.3MShares$775 Million0.23% of portfolio
-
Savant Capital, LLC23.9MShares$735 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$198 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$184 Million3.07% of portfolio