Delap Wealth Advisory, LLC Dimensional ETF Tr Emerging Mk Transaction History

Delap Wealth Advisory, LLC

$167 Billion
Q4 2024

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 302,866 shares of DFEM stock, worth $8.2 Million. This represents 4.74% of its overall portfolio holdings.

Number of Shares

302,866

Previous 288,025 5.15%

Holding current value

$8.2 Million

Previous $8.11 Billion 2.17%

% of portfolio

4.74%

Previous 5.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$26.16 - $28.82 $388,240 - $427,717	14,841 Added 5.15%	302,866 $7.93 Billion
Q3 2024 Nov 12, 2024	SELL	$25.21 - $28.46 $6.14 Million - $6.93 Million	-243,508 Reduced 45.81%	288,025 $8.11 Billion
Q2 2024 Aug 13, 2024	BUY	$24.84 - $27.2 $6.83 Million - $7.48 Million	274,946 Added 107.16%	531,533 $14.2 Billion
Q1 2024 May 14, 2024	BUY	$23.62 - $25.64 $538,512 - $584,566	22,799 Added 9.75%	256,587 $6.54 Billion
Q4 2023 Feb 14, 2024	BUY	$22.36 - $24.96 $4.4 Million - $4.91 Million	196,808 Added 532.2%	233,788 $5.84 Billion
Q3 2023 Nov 13, 2023	SELL	$23.16 - $25.43 $22,650 - $24,870	-978 Reduced 2.58%	36,980 $862 Million
Q2 2023 Aug 08, 2023	SELL	$23.0 - $24.82 $984,032 - $1.06 Million	-42,784 Reduced 52.99%	37,958 $913 Million
Q1 2023 May 15, 2023	BUY	$22.42 - $24.83 $3,833 - $4,245	171 Added 0.21%	80,742 $1.9 Billion
Q4 2022 Feb 13, 2023	BUY	$20.21 - $23.44 $1.63 Million - $1.89 Million	80,571 New	80,571 $1.81 Billion

Others Institutions Holding DFEM

# of Institutions

417

Shares Held

1.16B

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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Delap Wealth Advisory, LLC Dimensional ETF Tr Emerging Mk Transaction History