Opes Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Opes Wealth Management LLC
- $553 Million
- Q2 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 335,130 shares of DFEV stock, worth $10.2 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
335,130
Previous 330,681
1.35%
Holding current value
$10.2 Million
Previous $8.94 Million
12.37%
% of portfolio
1.82%
Previous 1.84%
Shares
11 transactions
Others Institutions Holding DFEV
# of Institutions
204Shares Held
24.6MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$77.1 Million5.65% of portfolio
-
Ritholtz Wealth Management1.25MShares$38.1 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$27.7 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$25.5 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH747KShares$22.8 Million7.89% of portfolio