A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimen Emrgn stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 14,593 shares of DFSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,593
Previous 12,102 20.58%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
N/A
2,491 Added 20.58%
14,593 $0
Q1 2024

May 10, 2024

BUY
N/A
734 Added 6.46%
12,102 $0
Q4 2023

Feb 13, 2024

BUY
N/A
135 Added 1.2%
11,368 $0
Q1 2023

May 02, 2023

BUY
N/A
6 Added 0.05%
11,233 $0
Q4 2022

Feb 14, 2023

BUY
N/A
11,227 New
11,227 $0

Others Institutions Holding DFSE

About DIMENSIONAL ETF TR DIMEN EMRGN


  • Ticker DFSE
More about DFSE
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.