Ae Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,555 shares of DFEM stock, worth $69,266. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,555

Holding current value

$69,266

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$26.16 - $28.82 $66,838 - $73,635	2,555 New	2,555 $66,000

Others Institutions Holding DFEM

# of Institutions

412

Shares Held

1.16B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

1.02B
Shares

$27.6 Billion
1.6% of portfolio
Forum Financial Management, LP Lombard, IL

16M
Shares

$435 Million
8.46% of portfolio
Ci Private Wealth, LLC Miami, FL

5.92M
Shares

$161 Million
0.24% of portfolio
Buckingham Strategic Partners Saint Louis, MO

5.14M
Shares

$139 Million
2.46% of portfolio
Truepoint, Inc.

4.75M
Shares

$129 Million
3.4% of portfolio

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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Ae Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History