One Ascent Family Office, LLC Dimensional ETF Tr Emerging Mk Transaction History
One Ascent Family Office, LLC
- $97.4 Million
- Q3 2025
A detailed history of One Ascent Family Office, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, One Ascent Family Office, LLC holds 7,057 shares of DFEM stock, worth $233,445. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,057
Previous 7,057
-0.0%
Holding current value
$233,445
Previous $209,000
8.13%
% of portfolio
0.23%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
498Shares Held
176MCall 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