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 $3.94 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
149,425Holding current value
$3.94 Million% of portfolio
2.58%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$411 Million8.36% of portfolio
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Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
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Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
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High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio