Edge Financial Advisors LLC Dimensional ETF Tr Emerging Mk Transaction History
Edge Financial Advisors LLC
- $112 Billion
- Q4 2024
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Edge Financial Advisors LLC holds 75,546 shares of DFEM stock, worth $2 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
75,546
Previous 73,429
2.88%
Holding current value
$2 Million
Previous $2.07 Billion
4.34%
% of portfolio
1.77%
Previous 1.83%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
361Shares Held
134MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$412 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio