Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Emerging Mk Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $399 Million
- Q4 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 76,776 shares of DFEV stock, worth $2.04 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
76,776
Previous 76,382
0.52%
Holding current value
$2.04 Million
Previous $2.17 Million
7.41%
% of portfolio
0.5%
Previous 0.55%
Shares
6 transactions
Others Institutions Holding DFEV
# of Institutions
170Shares Held
20.8MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.48MShares$66 Million5.21% of portfolio
-
Ritholtz Wealth Management1.02MShares$27 Million0.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL916KShares$24.3 Million0.03% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$20.9 Million8.74% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL770KShares$20.4 Million0.01% of portfolio