Triad Wealth Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 10,261 shares of DFEV stock, worth $345,385. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,261
Previous 9,790
4.81%
Holding current value
$345,385
Previous $294 Million
11.45%
% of portfolio
0.04%
Previous 0.06%
Shares
2 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