EverSource Wealth Advisors »

Dimensional Etf Trust shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) 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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.4M 194k 48.19
2025-06-30 $7.5M 155k 48.01
2025-03-31 $1.6M 34k 47.52
2024-12-31 $1.3M 28k 46.88
2024-09-30 $1.3M 27k 47.74
2024-06-30 $1.2M 25k 47.33
2024-03-31 $1.2M 26k 46.75
2023-12-31 $1.8M 38k 47.01
2023-09-30 $1.7M 36k 46.38
2023-06-30 $1.4M 29k 46.35
2023-03-31 $727k 16k 46.66
2022-12-31 $640k 14k 46.17
2022-09-30 $0 13k 0.00
2022-06-30 $348k 7.4k 46.87