True Wealth Design, LLC Dimensional ETF Tr Emerging Mk Transaction History
True Wealth Design, LLC
- $341 Billion
- Q4 2025
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 704,601 shares of DFEV stock, worth $23.7 Million. This represents 6.97% of its overall portfolio holdings.
Number of Shares
704,601
Previous 739,518
4.72%
Holding current value
$23.7 Million
Previous $23.6 Billion
0.81%
% of portfolio
6.97%
Previous 7.21%
Shares
13 transactions
Others Institutions Holding DFEV
# of Institutions
238Shares 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