Client 1 St Advisory Group, LLC Dimensional ETF Tr Emerging Mk Transaction History
Client 1 St Advisory Group, LLC
- $320 Million
- Q4 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 203,340 shares of DFEM stock, worth $6.73 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
203,340
Previous 206,599
1.58%
Holding current value
$6.73 Million
Previous $6.63 Million
1.52%
% of portfolio
2.1%
Previous 2.16%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
497Shares Held
176MCall 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