Opes Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Opes Wealth Management LLC
- $567 Million
- Q3 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 333,832 shares of DFEV stock, worth $11.2 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
333,832
Previous 335,130
0.39%
Holding current value
$11.2 Million
Previous $10.1 Million
5.89%
% of portfolio
1.88%
Previous 1.82%
Shares
12 transactions
Others Institutions Holding DFEV
# of Institutions
240Shares Held
26.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.6MShares$87.4 Million5.7% of portfolio
-
Ritholtz Wealth Management1.3MShares$43.9 Million0.82% of portfolio
-
Jones Financial Companies Lllp1.28MShares$43.2 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL939KShares$31.6 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL903KShares$30.4 Million0.01% of portfolio