Principia Wealth Advisory, LLC Dimensional ETF Tr Emerging Mk Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 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 1,310 shares of DFEV stock, worth $44,094. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,310
Previous 1,400
6.43%
Holding current value
$44,094
Previous $34.9 Million
12.61%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFEV
# of Institutions
238Shares Held
26.8MCall 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