Principia Wealth Advisory, LLC Dimensional ETF Tr Emerging Mk Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 1,400 shares of DFEV stock, worth $37,968. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,400
Previous 1,240
12.9%
Holding current value
$37,968
Previous $32.5 Million
7.35%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFEV
# of Institutions
184Shares Held
21.4MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.48MShares$67.3 Million5.21% of portfolio
-
Ritholtz Wealth Management1.02MShares$27.6 Million0.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL916KShares$24.8 Million0.03% of portfolio
-
True Wealth Design, LLC Akron, OH808KShares$21.9 Million8.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL770KShares$20.9 Million0.01% of portfolio