Exencial Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Exencial Wealth Advisors, LLC
- $2.75 Billion
- Q2 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 539,495 shares of DFEV stock, worth $16.5 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
539,495
Previous 490,765
9.93%
Holding current value
$16.5 Million
Previous $13.3 Million
21.88%
% of portfolio
0.59%
Previous 0.51%
Shares
12 transactions
Others Institutions Holding DFEV
# of Institutions
203Shares Held
24.6MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$77.4 Million5.65% of portfolio
-
Ritholtz Wealth Management1.25MShares$38.3 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$27.9 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$25.6 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH747KShares$22.9 Million7.89% of portfolio