Peterson Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Peterson Wealth Advisors, LLC
- $566 Million
- Q3 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 211,327 shares of DFEM stock, worth $6.99 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
211,327
Previous 175,720
20.26%
Holding current value
$6.99 Million
Previous $5.22 Million
29.95%
% of portfolio
1.2%
Previous 0.99%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall 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