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

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 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 2,070 shares of DISV stock, worth $66,819. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,070
Previous 2,070 -0.0%
Holding current value
$66,819
Previous $54,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$26.18 - $28.77 $54,192 - $59,553
2,070 New
2,070 $54,000

Others Institutions Holding DISV

# of Institutions
343
Shares Held
69.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email