Opes Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History

Opes Wealth Management LLC

  • $486 Million
  • Q1 2025

A detailed history of Opes Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Opes Wealth Management LLC holds 330,681 shares of DFEV stock, worth $8.87 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
330,681
Previous 337,665 2.07%
Holding current value
$8.87 Million
Previous $8.85 Million 1.06%
% of portfolio
1.84%
Previous 1.82%

Shares

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

May 06, 2025
SELL
$25.44 - $27.95 $177,672 - $195,202
-6,984 Reduced 2.07%
330,681 $8.94 Million
Q4 2024

Jan 30, 2025
BUY
$26.16 - $29.13 $314,730 - $350,463
12,031 Added 3.69%
337,665 $8.85 Million
Q3 2024

Oct 29, 2024
SELL
$25.73 - $28.81 $18,577 - $20,800
-722 Reduced 0.22%
325,634 $9.27 Million
Q2 2024

Aug 05, 2024
SELL
$25.39 - $27.96 $62,789 - $69,145
-2,473 Reduced 0.75%
326,356 $8.97 Million
Q1 2024

May 02, 2024
SELL
$23.76 - $25.97 $58,069 - $63,470
-2,444 Reduced 0.74%
328,829 $8.54 Million
Q4 2023

Jan 31, 2024
SELL
$22.6 - $25.2 $46,782 - $52,164
-2,070 Reduced 0.62%
331,273 $8.35 Million
Q3 2023

Nov 02, 2023
BUY
$23.53 - $25.86 $294,948 - $324,155
12,535 Added 3.91%
333,343 $7.89 Million
Q2 2023

Aug 02, 2023
BUY
$23.36 - $25.06 $906,578 - $972,553
38,809 Added 13.76%
320,808 $7.82 Million
Q1 2023

May 01, 2023
BUY
$22.4 - $24.52 $177,027 - $193,781
7,903 Added 2.88%
281,999 $6.59 Million
Q4 2022

Jan 30, 2023
BUY
$20.51 - $23.31 $5.62 Million - $6.39 Million
274,096 New
274,096 $6.2 Million

Others Institutions Holding DFEV

# of Institutions
191
Shares Held
22.3M
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
Track This Portfolio

Track Opes Wealth Management LLC Portfolio

Follow Opes Wealth Management 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 Opes Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opes Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email