Dimensional Etf Trust shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 142k | 31.53 |
| 2025-06-30 | $3.9M | 135k | 28.95 |
| 2025-03-31 | $3.4M | 133k | 25.89 |
| 2024-12-31 | $804k | 32k | 25.37 |
| 2024-09-30 | $1.6k | 59 | 27.54 |
| 2024-06-30 | $1.5k | 59 | 26.19 |
| 2024-03-31 | $1.5k | 59 | 24.90 |
| 2023-12-31 | $1.1k | 44 | 24.20 |
| 2023-09-30 | $974 | 43 | 22.65 |
| 2023-06-30 | $916 | 39 | 23.51 |
| 2023-03-31 | $415 | 18 | 23.11 |
| 2022-12-31 | $198 | 9 | 22.11 |
| 2022-09-30 | $0 | 6 | 0.00 |
| 2022-06-30 | $15k | 685 | 22.52 |
| 2022-03-31 | $0 | 2 | 0.00 |
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