EverSource Wealth Advisors, LLC
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1710537
BIRMINGHAM, AL
All Filings in DFSD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 DFSD | $7,454,320 | 155,266 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 DFSD | $1,589,734 | 33,454 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 DFSD | $1,296,512 | 27,656 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DFSD | $1,280,911 | 26,831 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 DFSD | $1,155,636 | 24,588 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DFSD | $1,197,261 | 25,452 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 DFSD | $1,806,733 | 38,433 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 DFSD | $1,661,516 | 35,824 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DFSD | $1,360,140 | 29,345 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 DFSD | $726,542 | 15,571 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 DFSD | $638,622 | 13,856 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 DFSD | $601,174 | 13,069 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 DFSD | $347,567 | 7,414 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||