True Wealth Design, LLC Dimensional ETF Tr Emerging Mk Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
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 739,518 shares of DFEV stock, worth $23.7 Million. This represents 7.21% of its overall portfolio holdings.
Number of Shares
739,518
Previous 746,985
1.0%
Holding current value
$23.7 Million
Previous $22.4 Billion
5.27%
% of portfolio
7.21%
Previous 7.89%
Shares
12 transactions
Others Institutions Holding DFEV
# of Institutions
220Shares Held
25.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.56MShares$82 Million5.69% of portfolio
-
Ritholtz Wealth Management1.3MShares$41.8 Million0.82% of portfolio
-
Jones Financial Companies Lllp1.21MShares$39 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL943KShares$30.3 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL877KShares$28.1 Million0.01% of portfolio