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 $4.07 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
149,425Holding current value
$4.07 Million% of portfolio
2.58%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
307Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$431 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$138 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$111 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$106 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$94.8 Million7.95% of portfolio