Align Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Align Wealth Management, LLC holds 149,425 shares of DFEM stock, worth $4.94 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
149,425Holding current value
$4.94 Million% of portfolio
2.58%Shares
1 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
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Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
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Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
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Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
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Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio