Exencial Wealth Advisors, LLC Dimensional ETF Tr Dimen Emrgn Transaction History

Exencial Wealth Advisors, LLC

  • $2.97 Billion
  • Q3 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimen Emrgn stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 13,830 shares of DFSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,830
Previous 14,563 5.03%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
N/A
-733 Reduced 5.03%
13,830 $0
Q3 2024

Oct 31, 2024
SELL
N/A
-30 Reduced 0.21%
14,563 $0
Q2 2024

Aug 12, 2024
BUY
N/A
2,491 Added 20.58%
14,593 $0
Q1 2024

May 10, 2024
BUY
N/A
734 Added 6.46%
12,102 $0
Q4 2023

Feb 13, 2024
BUY
N/A
135 Added 1.2%
11,368 $0
Q1 2023

May 02, 2023
BUY
N/A
6 Added 0.05%
11,233 $0
Q4 2022

Feb 14, 2023
BUY
N/A
11,227 New
11,227 $0

Others Institutions Holding DFSE

# of Institutions
160
Shares Held
8.03M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMEN EMRGN

DFSE Quotes by TradingView
  • Ticker DFSE
More about DFSE
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email