Eversource Wealth Advisors, LLC / DFAC
Eversource Wealth Advisors, LLC’s Dimensional Etf Trust Position
Does Eversource Wealth Advisors, LLC own Dimensional Etf Trust (DFAC)? Yes — 689.7K shares worth $27M (+0.82% of its 13F portfolio) as of Q1 2026, down from 690.3K shares the prior filed quarter.
Position Value
$27M
Q1 2026
Shares
689.7K
% of Portfolio
+0.82%
Quarters Held
18
currently held
Position History DFAC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 689.7K | $27M | +0.82% |
| Q4 2025 | 690.3K | $27M | +1.01% |
| Q3 2025 | 733.6K | $28M | +1.12% |
| Q2 2025 | 696.1K | $25M | +1.13% |
| Q1 2025 | 563.1K | $19M | +1.02% |
| Q4 2024 | 499.7K | $17M | +0.97% |
| Q3 2024 | 462.0K | $16M | +1.00% |
| Q2 2024 | 457.0K | $15M | +1.01% |
| Q1 2024 | 391.7K | $11M | +1.05% |
| Q4 2023 | 391.7K | $11M | +1.05% |
| Q3 2023 | 481.6K | $13M | +1.34% |
| Q2 2023 | 431.8K | $12M | +1.29% |
| Q1 2023 | 411.8K | $10M | +1.31% |
| Q4 2022 | 375.7K | $9M | +1.38% |
| Q3 2022 | 351.7K | $8M | +1.79% |
| Q2 2022 | 262.2K | $6M | +1.58% |
| Q1 2022 | 228.5K | $6M | +1.60% |
| Q4 2021 | 184.7K | $5M | +1.50% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eversource Wealth Advisors, LLC’s full portfolio or all institutional holders of DFAC.