Gradient Capital Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 214,447 shares of DFEM stock, worth $5.7 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
214,447
Previous 201,075
6.65%
Holding current value
$5.7 Million
Previous $5.66 Million
0.78%
% of portfolio
1.85%
Previous 1.91%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
418Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$434 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio