Concord Wealth Partners Dimensional ETF Tr Emerging Mk Transaction History

Concord Wealth Partners

$599 Million
Q1 2025

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Concord Wealth Partners holds 74 shares of DFEV stock, worth $1,985. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,985

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$25.44 - $27.95 $1,882 - $2,068	74 New	74 $2,000

Others Institutions Holding DFEV

# of Institutions

190

Shares Held

22.2M

Call Options Held

Put Options Held

Asset Dedication, LLC

2.53M
Shares

$67.7 Million
5.65% of portfolio
Ritholtz Wealth Management

1.01M
Shares

$27.1 Million
0.83% of portfolio
High Tower Advisors, LLC Chicago, IL

916K
Shares

$24.6 Million
0.03% of portfolio
True Wealth Design, LLC Akron, OH

808K
Shares

$21.7 Million
8.21% of portfolio
Raymond James Financial Inc St. Petersburg, FL

770K
Shares

$20.6 Million
0.01% of portfolio

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
Sector ETFs
Industry ETFs

More about DFEV

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Concord Wealth Partners Dimensional ETF Tr Emerging Mk Transaction History