Strata Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Strata Wealth Advisors, LLC
- $363 Billion
- Q2 2025
A detailed history of Strata Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 537,847 shares of DFEV stock, worth $17.3 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
537,847
Previous 476,403
12.9%
Holding current value
$17.3 Million
Previous $12.9 Billion
25.17%
% of portfolio
4.44%
Previous 4.01%
Shares
6 transactions
Others Institutions Holding DFEV
# of Institutions
207Shares Held
25MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.56MShares$82.3 Million5.69% of portfolio
-
Ritholtz Wealth Management1.25MShares$40.2 Million0.84% of portfolio
-
Jones Financial Companies Lllp1.21MShares$39.1 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL943KShares$30.3 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL877KShares$28.2 Million0.01% of portfolio