Evermay Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
A detailed history of Evermay Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Evermay Wealth Management LLC holds 177 shares of DFEM stock, worth $4,522. This represents 0.0% of its overall portfolio holdings.
Number of Shares
177
Previous 177
-0.0%
Holding current value
$4,522
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
349Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$398 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$147 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$113 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$102 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$101 Million1.18% of portfolio