True Wealth Design, LLC Dimensional ETF Tr Emerging Mk Transaction History
True Wealth Design, LLC
- $405 Billion
- Q2 2024
A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, True Wealth Design, LLC holds 767,004 shares of DFEV stock, worth $21.3 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
767,004
Previous 767,213
0.03%
Holding current value
$21.3 Million
Previous $19.9 Billion
5.9%
% of portfolio
5.21%
Previous 4.96%
Shares
7 transactions
Others Institutions Holding DFEV
# of Institutions
152Shares Held
17.6MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.39MShares$66.1 Million4.64% of portfolio
-
Ritholtz Wealth Management965KShares$26.8 Million0.84% of portfolio
-
Marquette Asset Management, LLC637KShares$17.7 Million2.88% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL612KShares$17 Million0.02% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA593KShares$16.4 Million0.2% of portfolio