Concord Wealth Partners Dimensional ETF Tr Emerging Mk Transaction History
Concord Wealth Partners
- $710 Million
- Q3 2025
A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Concord Wealth Partners holds 74 shares of DFEV stock, worth $2,490. This represents 0.0% of its overall portfolio holdings.
Number of Shares
74
Previous 74
-0.0%
Holding current value
$2,490
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFEV
# of Institutions
239Shares Held
26.8MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.6MShares$87.4 Million5.7% of portfolio
-
Ritholtz Wealth Management1.3MShares$43.9 Million0.82% of portfolio
-
Jones Financial Companies Lllp1.28MShares$43.2 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL939KShares$31.6 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL903KShares$30.4 Million0.01% of portfolio