Simplicity Wealth,Llc Dimensional ETF Tr Emerging Mk Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Simplicity Wealth,Llc holds 9,289 shares of DFEV stock, worth $265,293. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,289

Holding current value

$265,293

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 14, 2025	BUY	$25.44 - $27.95 $236,312 - $259,627	9,289 New	9,289 $251,000

Others Institutions Holding DFEV

# of Institutions

200

Shares Held

23.9M

Call Options Held

Put Options Held

Asset Dedication, LLC

2.53M
Shares

$72.1 Million
5.65% of portfolio
Ritholtz Wealth Management

1.01M
Shares

$28.8 Million
0.83% of portfolio
High Tower Advisors, LLC Chicago, IL

908K
Shares

$25.9 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

834K
Shares

$23.8 Million
0.01% of portfolio
True Wealth Design, LLC Akron, OH

806K
Shares

$23 Million
8.3% of portfolio

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
Sector ETFs
Industry ETFs

More about DFEV

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Simplicity Wealth,Llc Dimensional ETF Tr Emerging Mk Transaction History