Ever Source Wealth Advisors, LLC DIMENSIONAL US CORE EQUITY 1 ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Number of Shares
132,141
Previous 139,625 5.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-7,484 Reduced 5.36%
132,141 $0
Q1 2025

May 13, 2025
BUY
N/A
16,172 Added 13.1%
139,625 $0
Q4 2024

Feb 07, 2025
BUY
N/A
15,543 Added 14.4%
123,453 $0
Q3 2024

Nov 08, 2024
BUY
N/A
3,255 Added 3.11%
107,910 $0
Q2 2024

Aug 13, 2024
BUY
N/A
11,986 Added 12.93%
104,655 $0
Q1 2024

Jun 11, 2024
BUY
N/A
33,829 Added 57.49%
92,669 $0
Q4 2023

Feb 09, 2024
BUY
N/A
58,840 New
58,840 $0
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