Client 1 St Advisory Group, LLC Dimensional ETF Tr Emerging Mk Transaction History
Client 1 St Advisory Group, LLC
- $230 Million
- Q2 2024
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 220,959 shares of DFEM stock, worth $5.85 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
220,959
Previous 207,527
6.47%
Holding current value
$5.85 Million
Previous $5.29 Million
11.67%
% of portfolio
2.57%
Previous 2.4%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall 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