EWA
EverSource Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.1M | Sell |
91,007
-2,017
| -2% | -$135K | 0.28% | 85 |
|
|
2025
Q1 | $5.63M | Sell |
93,024
-1,049
| -1% | -$63.4K | 0.31% | 76 |
|
|
2024
Q4 | $6M | Buy |
94,073
+5,377
| +6% | +$343K | 0.34% | 71 |
|
|
2024
Q3 | $5.52M | Sell |
88,696
-494
| -0.6% | -$30.7K | 0.35% | 66 |
|
|
2024
Q2 | $5.34M | Sell |
89,190
-1,800
| -2% | -$108K | 0.35% | 67 |
|
|
2024
Q1 | $4.97M | Buy |
90,990
+50
| +0.1% | +$2.73K | 0.39% | 63 |
|
|
2023
Q4 | $4.71M | Sell |
90,940
-485
| -0.5% | -$25.1K | 0.43% | 57 |
|
|
2023
Q3 | $4.26M | Hold |
91,425
| – | – | 0.45% | 61 |
|
|
2023
Q2 | $4.4M | Buy |
91,425
+4
| +0% | +$193 | 0.49% | 49 |
|
|
2023
Q1 | $4.06M | Hold |
91,421
| – | – | 0.51% | 50 |
|
|
2022
Q4 | $3.8M | Sell |
91,421
-666
| -0.7% | -$27.7K | 0.58% | 38 |
|
|
2022
Q3 | $3.58M | Buy |
92,087
+9,517
| +12% | +$369K | 0.82% | 24 |
|
|
2022
Q2 | $3.37M | Buy |
82,570
+136
| +0.2% | +$5.54K | 0.87% | 22 |
|
|
2022
Q1 | $4.04M | Buy |
82,434
+85
| +0.1% | +$4.17K | 1.02% | 20 |
|
|
2021
Q4 | $4.26M | Buy |
+82,349
| New | +$4.26M | 1.19% | 17 |
|