EverSource Wealth Advisors, LLC DFIC Holdings History
EverSource Wealth Advisors, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 345,956.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $9.61 Mil. This investment constitutes 0.53% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0.11% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2022Q3. And since then EverSource Wealth Advisors, LLC has made 11 purchases of DFIC, at an average price of $25.85, for a total of 345,956.00 shares. Based on historical transaction data and DFIC's current price of $30.94, EverSource Wealth Advisors, LLC's estimated gain on his DFIC holdings is $1.76 Mil, reflecting a 19.67% gain to date.
EverSource Wealth Advisors, LLC DFIC ($30.94) Holding Chart
EverSource Wealth Advisors, LLC DFIC ($30.94) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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