Dimensional Fund Advisors
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Dimensional Fund Advisors’s EverCommerce EVCM Stock Holding History

Dimensional Fund Advisors’s Portfolio EVCM Stock Details EVCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-43,167
Closed -$453K – 3297
2025
Q2 		$453K Sell
43,167
-166,912
-79% -$1.68M ﹤0.01% 3009
2025
Q1 		$2.12M Sell
210,079
-87,068
-29% -$886K ﹤0.01% 2711
2024
Q4 		$3.27M Sell
297,147
-100,997
-25% -$1.13M ﹤0.01% 2656
2024
Q3 		$4.13M Buy
398,144
+57,460
+17% +$621K ﹤0.01% 2568
2024
Q2 		$3.74M Buy
340,684
+95,934
+39% +$926K ﹤0.01% 2589
2024
Q1 		$2.31M Buy
244,750
+94,885
+63% +$926K ﹤0.01% 2759
2023
Q4 		$1.65M Buy
149,865
+74,707
+99% +$720K ﹤0.01% 2824
2023
Q3 		$754K Buy
75,158
+14,092
+23% +$151K ﹤0.01% 2975
2023
Q2 		$723K Buy
61,066
+13,865
+29% +$162K ﹤0.01% 2992
2023
Q1 		$499K Buy
47,201
+664
+1% +$6.41K ﹤0.01% 3033
2022
Q4 		$345 Sell
46,537
-2,568
-5% -$19.6K ﹤0.01% 3109
2022
Q3 		$536K Buy
+49,105
New +$557K ﹤0.01% 3033

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $977M AUM 13.39% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors's EVCM Position: Q3 2025 in Review

Dimensional Fund Advisors sold out of EverCommerce (EVCM) in Q3 2025, closing a stake of 43,167 shares — an estimated $453K sold.

Dimensional Fund Advisors first reported a position in EVCM in Q3 2022 and held it in 12 quarters. The position peaked at $4.13M in Q3 2024. 104 funds tracked by Wall St. Rank hold EVCM as of Q3 2025.

  • Dimensional Fund Advisors reported no remaining EverCommerce position as of Q3 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 43,167 EverCommerce shares in Q3 2025, an estimated $453K.
  • Dimensional Fund Advisors first reported a position in EverCommerce in Q3 2022 and held it in 12 quarters.
  • Dimensional Fund Advisors's EverCommerce position peaked at $4.13M in Q3 2024.
  • 104 funds tracked by Wall St. Rank held EverCommerce as of Q3 2025.

Based on Dimensional Fund Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.