Steward Partners Investment Advisory, LLC Dimensional ETF Tr Emerging Mk Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 63,822 shares of DFEV stock, worth $1.81 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

63,822

Previous 74,017 13.77%

Holding current value

$1.81 Million

Previous $1.94 Million 10.99%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$25.44 - $27.95 $259,360 - $284,950	-10,195 Reduced 13.77%	63,822 $1.73 Million
Q4 2024 Feb 06, 2025	BUY	$26.16 - $29.13 $33,406 - $37,199	1,277 Added 1.76%	74,017 $1.94 Million
Q3 2024 Nov 14, 2024	SELL	$25.73 - $28.81 $59,487 - $66,608	-2,312 Reduced 3.08%	72,740 $2.07 Million
Q2 2024 Aug 08, 2024	BUY	$25.39 - $27.96 $158,382 - $174,414	6,238 Added 9.07%	75,052 $2.06 Million
Q1 2024 May 15, 2024	BUY	$23.76 - $25.97 $263,688 - $288,215	11,098 Added 19.23%	68,814 $1.79 Million
Q4 2023 Feb 12, 2024	BUY	$22.6 - $25.2 $116,638 - $130,057	5,161 Added 9.82%	57,716 $1.45 Million
Q3 2023 Nov 13, 2023	BUY	$23.53 - $25.86 $185,298 - $203,647	7,875 Added 17.63%	52,555 $1.24 Million
Q2 2023 Aug 14, 2023	BUY	$23.36 - $25.06 $88,417 - $94,852	3,785 Added 9.26%	44,680 $1.09 Million
Q1 2023 May 15, 2023	BUY	$22.4 - $24.52 $384,944 - $421,376	17,185 Added 72.48%	40,895 $956,000
Q4 2022 Feb 15, 2023	BUY	$20.51 - $23.31 $462,705 - $525,873	22,560 Added 1961.74%	23,710 $536,000
Q3 2022 Nov 10, 2022	BUY	$20.52 - $24.06 $23,598 - $27,669	1,150 New	1,150 $24,000

Others Institutions Holding DFEV

# of Institutions

198

Shares Held

23.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
Sector ETFs
Industry ETFs

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Steward Partners Investment Advisory, LLC Dimensional ETF Tr Emerging Mk Transaction History