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

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

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 72,740 shares of DFEV stock, worth $1.96 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

72,740

Previous 75,052 3.08%

Holding current value

$1.96 Million

Previous $2.06 Million 0.34%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

160

Shares Held

18.9M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
Sector ETFs
Industry ETFs

More about DFEV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Account

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