Perigon Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 59,783 shares of DFEV stock, worth $1.59 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
59,783
Previous 14,593
309.67%
Holding current value
$1.59 Million
Previous $382,000
323.3%
% of portfolio
0.04%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFEV
# of Institutions
186Shares Held
21.5MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.48MShares$66 Million5.21% of portfolio
-
Ritholtz Wealth Management1.01MShares$26.8 Million0.83% of portfolio
-
High Tower Advisors, LLC Chicago, IL916KShares$24.3 Million0.03% of portfolio
-
True Wealth Design, LLC Akron, OH808KShares$21.5 Million8.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL770KShares$20.5 Million0.01% of portfolio