Peterson Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Peterson Wealth Advisors, LLC
- $480 Million
- Q3 2024
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 70,614 shares of DFEM stock, worth $1.88 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
70,614
Previous 25,251
179.65%
Holding current value
$1.88 Million
Previous $674,000
194.81%
% of portfolio
0.41%
Previous 0.15%
Shares
2 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