Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Emerging Mk Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $399 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
422Shares Held
148MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$427 Million8.46% of portfolio
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Ci Private Wealth, LLC Miami, FL5.92MShares$155 Million0.24% of portfolio
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Buckingham Strategic Partners Saint Louis, MO5.14MShares$135 Million2.46% of portfolio
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Truepoint, Inc.4.75MShares$124 Million3.4% of portfolio
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Sequoia Financial Advisors, LLC4.21MShares$110 Million0.96% of portfolio