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 $657,622. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,026
Previous 24,626
6.5%
Holding current value
$657,622
Previous $582,000
0.34%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DFEV
# of Institutions
200Shares Held
23.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$72.1 Million5.65% of portfolio
-
Ritholtz Wealth Management1.01MShares$28.8 Million0.83% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$25.9 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$23.8 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH806KShares$23 Million8.3% of portfolio