EWA
EverSource Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
68,843
+13,822
| +25% | +$746K | 0.17% | 115 |
|
|
2025
Q1 | $2.83M | Sell |
55,021
-107
| -0.2% | -$5.51K | 0.16% | 122 |
|
|
2024
Q4 | $3.07M | Sell |
55,128
-608
| -1% | -$33.8K | 0.17% | 115 |
|
|
2024
Q3 | $3.1M | Buy |
55,736
+702
| +1% | +$39.1K | 0.2% | 105 |
|
|
2024
Q2 | $3.14M | Buy |
55,034
+42
| +0.1% | +$2.4K | 0.21% | 100 |
|
|
2024
Q1 | $2.81M | Buy |
54,992
+100
| +0.2% | +$5.11K | 0.22% | 97 |
|
|
2023
Q4 | $2.87M | Buy |
54,892
+266
| +0.5% | +$13.9K | 0.26% | 88 |
|
|
2023
Q3 | $2.5M | Sell |
54,626
-1,585
| -3% | -$72.4K | 0.26% | 85 |
|
|
2023
Q2 | $2.61M | Sell |
56,211
-582
| -1% | -$27K | 0.29% | 85 |
|
|
2023
Q1 | $2.53M | Sell |
56,793
-274
| -0.5% | -$12.2K | 0.32% | 84 |
|
|
2022
Q4 | $2.51M | Hold |
57,067
| – | – | 0.38% | 66 |
|
|
2022
Q3 | $2.23M | Buy |
57,067
+15,300
| +37% | +$597K | 0.51% | 40 |
|
|
2022
Q2 | $1.68M | Sell |
41,767
-1,649
| -4% | -$66.3K | 0.43% | 48 |
|
|
2022
Q1 | $2.02M | Sell |
43,416
-4,354
| -9% | -$203K | 0.51% | 37 |
|
|
2021
Q4 | $2.27M | Buy |
+47,770
| New | +$2.27M | 0.64% | 32 |
|