Ae Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Ae Wealth Management LLC holds 267,368 shares of DFEV stock, worth $7.6 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
267,368
Previous 244,593
9.31%
Holding current value
$7.6 Million
Previous $6.41 Million
12.82%
% of portfolio
0.07%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding DFEV
# of Institutions
198Shares Held
23.7MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$71.7 Million5.65% of portfolio
-
Ritholtz Wealth Management1.01MShares$28.6 Million0.83% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$25.8 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$23.7 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH806KShares$22.9 Million8.3% of portfolio