Edge Financial Advisors LLC Dimensional ETF Tr Emerging Mk Transaction History
Edge Financial Advisors LLC
- $112 Billion
- Q4 2024
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Edge Financial Advisors LLC holds 68,215 shares of DFEV stock, worth $1.8 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
68,215
Previous 70,155
2.77%
Holding current value
$1.8 Million
Previous $2 Billion
10.51%
% of portfolio
1.6%
Previous 1.77%
Shares
3 transactions
Others Institutions Holding DFEV
# of Institutions
159Shares Held
19.1MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.39MShares$62.9 Million4.64% of portfolio
-
Ritholtz Wealth Management1.02MShares$26.8 Million0.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$26.1 Million0.04% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$20.7 Million8.74% of portfolio
-
Marquette Asset Management, LLC643KShares$17 Million2.76% of portfolio