United Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
United Wealth Management, LLC
- $319 Billion
- Q1 2025
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, United Wealth Management, LLC holds 149,525 shares of DFEV stock, worth $4.01 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
149,525
Previous 124,195
20.4%
Holding current value
$4.01 Million
Previous $3.26 Billion
24.25%
% of portfolio
1.27%
Previous 1.1%
Shares
2 transactions
Others Institutions Holding DFEV
# of Institutions
197Shares Held
23.6MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$67.7 Million5.65% of portfolio
-
Ritholtz Wealth Management1.01MShares$27.1 Million0.83% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$24.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$22.4 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH806KShares$21.6 Million8.3% of portfolio