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

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 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 40,557 shares of DISV stock, worth $1.46 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
40,557
Previous 41,261 1.71%
Holding current value
$1.46 Million
Previous $1.36 Million 6.63%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$32.78 - $35.79 $23,077 - $25,196
-704 Reduced 1.71%
40,557 $1.45 Million
Q2 2025

Aug 13, 2025
BUY
$25.93 - $32.91 $1.02 Million - $1.29 Million
39,191 Added 1893.29%
41,261 $1.36 Million
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
391
Shares Held
82.1M
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
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