Balance Wealth, LLC Dimensional ETF Tr Emerging Mk Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Balance Wealth, LLC holds 8,573 shares of DFEM stock, worth $226,412. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,573

Holding current value

$226,412

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$25.35 - $27.46 $217,325 - $235,414	8,573 New	8,573 $227 Million

Others Institutions Holding DFEM

# of Institutions

426

Shares Held

151M

Call Options Held

Put Options Held

Forum Financial Management, LP Lombard, IL

16.3M
Shares

$431 Million
8.46% of portfolio
Ci Private Wealth, LLC Miami, FL

5.92M
Shares

$156 Million
0.24% of portfolio
Buckingham Strategic Partners Saint Louis, MO

5.14M
Shares

$136 Million
2.46% of portfolio
Truepoint, Inc.

4.75M
Shares

$125 Million
3.4% of portfolio
Sequoia Financial Advisors, LLC

4.21M
Shares

$111 Million
0.96% of portfolio

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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