Delap Wealth Advisory, LLC Dimensional ETF Tr Emerging Mk Transaction History
Delap Wealth Advisory, LLC
- $238 Billion
- Q3 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 365,089 shares of DFEM stock, worth $12.1 Million. This represents 4.97% of its overall portfolio holdings.
Number of Shares
365,089
Previous 350,705
4.1%
Holding current value
$12.1 Million
Previous $10.4 Billion
13.36%
% of portfolio
4.97%
Previous 5.0%
Shares
12 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio