Poinciana Advisors Group, LLC Dimensional ETF Tr Emerging Mk Transaction History
Poinciana Advisors Group, LLC
- $118 Billion
- Q3 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 37,474 shares of DFEM stock, worth $1.24 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
37,474
Previous 34,347
9.1%
Holding current value
$1.24 Million
Previous $1.02 Billion
17.89%
% of portfolio
1.01%
Previous 0.92%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
500Shares Held
175MCall 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