Strata Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Strata Wealth Advisors, LLC
- $311 Billion
- Q3 2024
A detailed history of Strata Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 34,071 shares of DFEV stock, worth $897,770. This represents 0.31% of its overall portfolio holdings.
Number of Shares
34,071
Previous 28,397
19.98%
Holding current value
$897,770
Previous $781 Million
24.17%
% of portfolio
0.31%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding DFEV
# of Institutions
166Shares Held
20.4MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.48MShares$65.4 Million5.21% of portfolio
-
Ritholtz Wealth Management1.02MShares$26.8 Million0.79% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH1MShares$26.5 Million2.19% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$26 Million0.04% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$20.7 Million8.74% of portfolio