Wealthsource Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Wealthsource Partners, LLC holds 23,026 shares of DFEV stock, worth $738,904. This represents 0.04% of its overall portfolio holdings.

Number of Shares

23,026

Previous 24,626 6.5%

Holding current value

$738,904

Previous $582,000 0.34%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$22.6 - $25.2 $36,160 - $40,320	-1,600 Reduced 6.5%	23,026 $580,000
Q3 2023 Nov 09, 2023	SELL	$23.53 - $25.86 $141 - $155	-6 Reduced 0.02%	24,626 $582,000
Q2 2023 Aug 14, 2023	BUY	$23.36 - $25.06 $2,779 - $2,982	119 Added 0.49%	24,632 $600,000
Q1 2023 May 15, 2023	SELL	$22.4 - $24.52 $58,687 - $64,242	-2,620 Reduced 9.66%	24,513 $573,000
Q4 2022 Feb 09, 2023	SELL	$20.51 - $23.31 $385,403 - $438,018	-18,791 Reduced 40.92%	27,133 $613,000
Q3 2022 Nov 14, 2022	BUY	$20.52 - $24.06 $942,360 - $1.1 Million	45,924 New	45,924 $943,000

Others Institutions Holding DFEV

# of Institutions

217

Shares Held

25.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
Sector ETFs
Industry ETFs

More about DFEV

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Wealthsource Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History