Wealthsource Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Wealthsource Partners, LLC holds 23,026 shares of DFEV stock, worth $635,517. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,026
Previous 24,626
6.5%
Holding current value
$635,517
Previous $582,000
0.34%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DFEV
# of Institutions
183Shares Held
21.4MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.48MShares$68.5 Million5.21% of portfolio
-
Ritholtz Wealth Management1.02MShares$28.1 Million0.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL916KShares$25.3 Million0.03% of portfolio
-
True Wealth Design, LLC Akron, OH808KShares$22.3 Million8.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL770KShares$21.2 Million0.01% of portfolio