Integrated Wealth Concepts LLC Dimensional ETF Tr Emerging Mk Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,659 shares of DFEV stock, worth $275,861. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,659
Previous 9,641 0.19%
Holding current value
$275,861
Previous $252,000 3.57%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$25.44 - $27.95 $457 - $503
18 Added 0.19%
9,659 $261,000
Q4 2024

Feb 14, 2025
BUY
$26.16 - $29.13 $1,883 - $2,097
72 Added 0.75%
9,641 $252,000
Q3 2024

Nov 14, 2024
BUY
$25.73 - $28.81 $3,036 - $3,399
118 Added 1.25%
9,569 $272,000
Q2 2024

Aug 14, 2024
BUY
$25.39 - $27.96 $26,583 - $29,274
1,047 Added 12.46%
9,451 $259,000
Q1 2024

May 15, 2024
BUY
$23.76 - $25.97 $213 - $233
9 Added 0.11%
8,404 $218,000
Q4 2023

Feb 13, 2024
BUY
$22.6 - $25.2 $189,727 - $211,554
8,395 New
8,395 $211,000

Others Institutions Holding DFEV

# of Institutions
200
Shares Held
23.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR EMERGING MK

DFEV Quotes by TradingView
  • Ticker DFEV
  • Sector ETFs
  • Industry ETFs
More about DFEV
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