Exencial Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
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 441,801 shares of DFEV stock, worth $12 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
441,801
Previous 415,253
6.39%
Holding current value
$12 Million
Previous $11.8 Million
2.02%
% of portfolio
0.43%
Previous 0.43%
Shares
10 transactions
Others Institutions Holding DFEV
# of Institutions
182Shares Held
21.4MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.48MShares$67.6 Million5.21% of portfolio
-
Ritholtz Wealth Management1.02MShares$27.7 Million0.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL916KShares$24.9 Million0.03% of portfolio
-
True Wealth Design, LLC Akron, OH808KShares$22 Million8.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL770KShares$20.9 Million0.01% of portfolio