True Wealth Design, LLC Dimensional ETF Tr Emerging Mk Transaction History
True Wealth Design, LLC
- $401 Billion
- Q1 2024
A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, True Wealth Design, LLC holds 767,213 shares of DFEV stock, worth $21.1 Million. This represents 4.96% of its overall portfolio holdings.
Number of Shares
767,213
Previous 740,323
3.63%
Holding current value
$21.1 Million
Previous $18.7 Billion
6.76%
% of portfolio
4.96%
Previous 5.25%
Shares
6 transactions
Others Institutions Holding DFEV
# of Institutions
129Shares Held
15MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.16MShares$59.5 Million4.19% of portfolio
-
Ritholtz Wealth Management924KShares$25.4 Million0.84% of portfolio
-
Marquette Asset Management, LLC620KShares$17.1 Million2.8% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA573KShares$15.8 Million0.17% of portfolio
-
Sensible Money, LLC Scottsdale, AZ471KShares$12.9 Million6.57% of portfolio