Forvis Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,847,156 shares of DFEM stock, worth $48.5 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
1,847,156
Previous 1,892,969
2.42%
Holding current value
$48.5 Million
Previous $50.6 Million
2.76%
% of portfolio
1.22%
Previous 1.28%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
359Shares Held
134MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$409 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio