Balasa Dinverno & Foltz LLC Dimensional ETF Tr Emerging Mk Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 2,147,517 shares of DFEM stock, worth $57.1 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
2,147,517
Previous 1,504,846
42.71%
Holding current value
$57.1 Million
Previous $35.4 Million
23.97%
% of portfolio
2.77%
Previous 2.23%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio