EWA
EverSource Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Buy |
118,775
+76,204
| +179% | +$3.22M | 0.23% | 98 |
|
|
2025
Q1 | $1.79M | Buy |
42,571
+6,042
| +17% | +$254K | 0.1% | 166 |
|
|
2024
Q4 | $1.51M | Buy |
36,529
+2,426
| +7% | +$100K | 0.08% | 186 |
|
|
2024
Q3 | $1.47M | Buy |
34,103
+1,719
| +5% | +$74.2K | 0.09% | 168 |
|
|
2024
Q2 | $1.37M | Sell |
32,384
-12,660
| -28% | -$536K | 0.09% | 172 |
|
|
2024
Q1 | $1.84M | Sell |
45,044
-39,715
| -47% | -$1.62M | 0.14% | 124 |
|
|
2023
Q4 | $3.59M | Buy |
84,759
+10,531
| +14% | +$447K | 0.33% | 76 |
|
|
2023
Q3 | $3M | Buy |
74,228
+14,439
| +24% | +$583K | 0.32% | 79 |
|
|
2023
Q2 | $2.5M | Buy |
59,789
+27,818
| +87% | +$1.16M | 0.28% | 89 |
|
|
2023
Q1 | $1.36M | Buy |
31,971
+4,259
| +15% | +$181K | 0.17% | 114 |
|
|
2022
Q4 | $1.15M | Buy |
27,712
+2,626
| +10% | +$109K | 0.17% | 106 |
|
|
2022
Q3 | $1.03M | Buy |
25,086
+11,628
| +86% | +$476K | 0.24% | 78 |
|
|
2022
Q2 | $587K | Buy |
+13,458
| New | +$587K | 0.15% | 123 |
|