Dimensional Etf Trust shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 69k | 58.21 |
| 2025-06-30 | $3.7M | 69k | 53.96 |
| 2025-03-31 | $2.8M | 55k | 51.49 |
| 2024-12-31 | $3.1M | 55k | 55.66 |
| 2024-09-30 | $3.1M | 56k | 55.63 |
| 2024-06-30 | $3.1M | 55k | 57.07 |
| 2024-03-31 | $2.9M | 55k | 52.33 |
| 2023-12-31 | $2.9M | 55k | 52.33 |
| 2023-09-30 | $2.5M | 55k | 45.69 |
| 2023-06-30 | $2.6M | 56k | 46.39 |
| 2023-03-31 | $2.5M | 57k | 44.57 |
| 2022-12-31 | $2.5M | 57k | 43.95 |
| 2022-09-30 | $2.2M | 57k | 38.99 |
| 2022-06-30 | $1.7M | 42k | 40.22 |
| 2022-03-31 | $2.0M | 43k | 46.60 |
| 2021-12-31 | $2.3M | 48k | 47.52 |
More positions owned by EverSource Wealth Advisors
View all positions for EverSource Wealth Advisors