Compass Ion Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Compass Ion Advisors, LLC
- $958 Million
- Q3 2025
A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 9,906 shares of DFEM stock, worth $327,690. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,906
Previous 9,419
5.17%
Holding current value
$327,690
Previous $279,000
13.62%
% of portfolio
0.03%
Previous 0.03%
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