Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Emerging Mk Transaction History

Carson Allaria Wealth Management, Ltd.

$169 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	BUY	$23.26 - $25.86 $161,401 - $179,442	6,939 New	6,939 $163,000

Others Institutions Holding DFEM

# of Institutions

347

Shares Held

132M

Call Options Held

0

Put Options Held

0

Forum Financial Management, LP Lombard, IL

15.6M
Shares

$411 Million
8.36% of portfolio
Ci Private Wealth, LLC Miami, FL

5.76M
Shares

$152 Million
0.23% of portfolio
Truepoint, Inc.

4.44M
Shares

$117 Million
3.42% of portfolio
High Tower Advisors, LLC Chicago, IL

3.99M
Shares

$105 Million
0.16% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.96M
Shares

$105 Million
1.18% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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