Wingate Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 8,608 shares of DFEV stock, worth $245,844. This represents 0.27% of its overall portfolio holdings.
Number of Shares
8,608
Previous 8,593
0.17%
Holding current value
$245,844
Previous $225 Million
3.38%
% of portfolio
0.27%
Previous 0.22%
Shares
2 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