Ae Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
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 216,376 shares of DFEV stock, worth $5.82 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
216,376
Previous 195,928
10.44%
Holding current value
$5.82 Million
Previous $5.39 Million
14.29%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding DFEV
# of Institutions
160Shares Held
18.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.39MShares$64.1 Million4.64% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$26.6 Million0.04% of portfolio
-
Ritholtz Wealth Management965KShares$25.9 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$21.1 Million8.74% of portfolio
-
Marquette Asset Management, LLC637KShares$17.1 Million2.88% of portfolio