Delap Wealth Advisory, LLC Dimensional ETF Tr Emerging Mk Transaction History
Delap Wealth Advisory, LLC
- $158 Billion
- Q3 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 288,025 shares of DFEM stock, worth $7.66 Million. This represents 5.13% of its overall portfolio holdings.
Number of Shares
288,025
Previous 531,533
45.81%
Holding current value
$7.66 Million
Previous $14.2 Billion
42.93%
% of portfolio
5.13%
Previous 6.54%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
346Shares Held
131MCall 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