Exencial Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Exencial Wealth Advisors, LLC
- $2.97 Billion
- Q3 2025
A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 572,944 shares of DFEV stock, worth $19.3 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
572,944
Previous 539,495
6.2%
Holding current value
$19.3 Million
Previous $16.2 Million
12.89%
% of portfolio
0.61%
Previous 0.59%
Shares
13 transactions
Others Institutions Holding DFEV
# of Institutions
240Shares Held
26.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.6MShares$87.4 Million5.7% of portfolio
-
Ritholtz Wealth Management1.3MShares$43.9 Million0.82% of portfolio
-
Jones Financial Companies Lllp1.28MShares$43.2 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL939KShares$31.6 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL903KShares$30.4 Million0.01% of portfolio