Beacon Financial Advisory LLC Dimensional ETF Tr Emerging Mk Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 21,878 shares of DFEM stock, worth $723,724. This represents 0.19% of its overall portfolio holdings.
Number of Shares
21,878
Previous 20,596
6.22%
Holding current value
$723,724
Previous $611,000
14.73%
% of portfolio
0.19%
Previous 0.18%
Shares
4 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