Jfs Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Jfs Wealth Advisors, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 20,335 shares of DFEV stock, worth $575,480. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,335
Previous 25,335
19.74%
Holding current value
$575,480
Previous $664,000
17.17%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFEV
# of Institutions
199Shares Held
23.8MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$71.5 Million5.65% of portfolio
-
Ritholtz Wealth Management1.01MShares$28.5 Million0.83% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$25.7 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$23.6 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH806KShares$22.8 Million8.3% of portfolio