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 $71 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
$71 Million
Previous $35.4 Million
23.97%
% of portfolio
2.77%
Previous 2.23%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
175MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio