Beacon Financial Advisory LLC Dimensional ETF Tr Emerging Mk Transaction History
Beacon Financial Advisory LLC
- $298 Million
- Q1 2025
A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 13,351 shares of DFEM stock, worth $354,869. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,351
Previous 7,661
74.27%
Holding current value
$354,869
Previous $200,000
76.5%
% of portfolio
0.12%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
428Shares Held
152MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$434 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 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
-
Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio