Assetmark, Inc Dimensional ETF Tr Emerging Mk Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$25.35 - $27.46 $4,461 - $4,832	176 Added 177.78%	275 $7,000
Q4 2024 Feb 06, 2025	BUY	$26.16 - $28.82 $2,589 - $2,853	99 New	99 $2,000

Others Institutions Holding DFEM

# of Institutions

482

Shares Held

165M

Call Options Held

0

Put Options Held

0

Forum Financial Management, LP Lombard, IL

17.2M
Shares

$558 Million
8.59% of portfolio
Ci Private Wealth, LLC Miami, FL

6.58M
Shares

$213 Million
0.29% of portfolio
Buckingham Strategic Partners Saint Louis, MO

6.01M
Shares

$195 Million
2.54% of portfolio
Truepoint, Inc.

4.49M
Shares

$146 Million
3.41% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.96M
Shares

$128 Million
1.18% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

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