Hbk Sorce Advisory LLC Dimensional ETF Tr Emerging Mk Transaction History
Hbk Sorce Advisory LLC
- $2.56 Billion
- Q3 2024
A detailed history of Hbk Sorce Advisory LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 33,050 shares of DFEM stock, worth $878,138. This represents 0.04% of its overall portfolio holdings.
Number of Shares
33,050
Previous 30,700
7.65%
Holding current value
$878,138
Previous $820,000
13.41%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 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