Strata Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Strata Wealth Advisors, LLC
- $322 Billion
- Q1 2025
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 476,403 shares of DFEV stock, worth $12.8 Million. This represents 4.01% of its overall portfolio holdings.
Number of Shares
476,403
Previous 36,891
1191.38%
Holding current value
$12.8 Million
Previous $967 Million
1232.75%
% of portfolio
4.01%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding DFEV
# of Institutions
190Shares Held
22.2MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$67.7 Million5.65% of portfolio
-
Ritholtz Wealth Management1.01MShares$27.1 Million0.83% of portfolio
-
High Tower Advisors, LLC Chicago, IL916KShares$24.6 Million0.03% of portfolio
-
True Wealth Design, LLC Akron, OH808KShares$21.7 Million8.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL770KShares$20.6 Million0.01% of portfolio