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 $3.91 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
149,425Holding current value
$3.91 Million% of portfolio
2.58%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
424Shares Held
151MCall 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