True Wealth Design, LLC Dimensional ETF Tr Emerging Mk Transaction History

True Wealth Design, LLC

$256 Billion
Q3 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 786,462 shares of DFEV stock, worth $20.7 Million. This represents 8.74% of its overall portfolio holdings.

Number of Shares

786,462

Previous 767,004 2.54%

Holding current value

$20.7 Million

Previous $21.1 Billion 6.12%

% of portfolio

8.74%

Previous 5.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$25.73 - $28.81 $500,654 - $560,584	19,458 Added 2.54%	786,462 $22.4 Billion
Q2 2024 Aug 14, 2024	SELL	$25.39 - $27.96 $5,306 - $5,843	-209 Reduced 0.03%	767,004 $21.1 Billion
Q1 2024 May 14, 2024	BUY	$23.76 - $25.97 $638,906 - $698,333	26,890 Added 3.63%	767,213 $19.9 Billion
Q4 2023 Feb 14, 2024	BUY	$22.6 - $25.2 $6.58 Million - $7.33 Million	290,976 Added 64.76%	740,323 $18.7 Billion
Q3 2023 Nov 13, 2023	BUY	$23.53 - $25.86 $3.06 Million - $3.37 Million	130,194 Added 40.79%	449,347 $10.6 Billion
Q2 2023 Aug 14, 2023	BUY	$23.36 - $25.06 $997,518 - $1.07 Million	42,702 Added 15.45%	319,153 $7.78 Billion
Q1 2023 May 12, 2023	BUY	$22.4 - $24.52 $904,736 - $990,362	40,390 Added 17.11%	276,451 $6.46 Billion
Q4 2022 Feb 15, 2023	BUY	$20.51 - $23.31 $4.84 Million - $5.5 Million	236,061 New	236,061 $5.34 Billion

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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Account

True Wealth Design, LLC Dimensional ETF Tr Emerging Mk Transaction History