Dimensional Etf Trust shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 120k | 46.12 |
| 2025-06-30 | $5.1M | 118k | 42.83 |
| 2025-03-31 | $4.1M | 104k | 39.36 |
| 2024-12-31 | $3.7M | 104k | 35.48 |
| 2024-09-30 | $4.0M | 105k | 38.08 |
| 2024-06-30 | $3.9M | 105k | 37.26 |
| 2024-03-31 | $3.6M | 106k | 34.36 |
| 2023-12-31 | $3.6M | 106k | 34.36 |
| 2023-09-30 | $3.4M | 105k | 32.62 |
| 2023-06-30 | $3.4M | 105k | 32.85 |
| 2023-03-31 | $3.4M | 105k | 32.23 |
| 2022-12-31 | $3.2M | 105k | 30.40 |
| 2022-09-30 | $2.7M | 105k | 25.76 |
| 2022-06-30 | $2.8M | 98k | 28.89 |
| 2022-03-31 | $3.3M | 97k | 33.48 |
| 2021-12-31 | $3.0M | 93k | 32.82 |
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