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
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$434 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$158 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio