Number of Shares
345,956.00
Current Holdings Value*
$9.61 Mil
% of Portfolio
0.53%
Total Estimate Gain
$1.76 Mil
% of Total Estimate Gain
19.67%

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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