Avondale Wealth Management Dimensional ETF Tr Emerging Mk Transaction History
Avondale Wealth Management
- $144 Million
- Q2 2024
A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Avondale Wealth Management holds 2,000 shares of DFEV stock, worth $54,240. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,000
Previous 4,000
50.0%
Holding current value
$54,240
Previous $103,000
46.6%
% of portfolio
0.04%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFEV
# of Institutions
149Shares Held
16.6MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.29MShares$62.1 Million4.42% of portfolio
-
Ritholtz Wealth Management932KShares$25.3 Million0.85% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$20.8 Million5.21% of portfolio
-
Marquette Asset Management, LLC631KShares$17.1 Million2.96% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA593KShares$16.1 Million0.2% of portfolio