Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Emerging Mk Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $392 Million
- Q3 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 76,382 shares of DFEV stock, worth $2.06 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
76,382
Previous 69,584
9.77%
Holding current value
$2.06 Million
Previous $1.91 Million
13.59%
% of portfolio
0.55%
Previous 0.52%
Shares
5 transactions
Others Institutions Holding DFEV
# of Institutions
160Shares Held
18MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.39MShares$64.4 Million4.64% of portfolio
-
Ritholtz Wealth Management965KShares$26 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$20.7 Million5.21% of portfolio
-
Marquette Asset Management, LLC637KShares$17.2 Million2.88% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL612KShares$16.5 Million0.02% of portfolio