Client 1 St Advisory Group, LLC Dimensional ETF Tr Emerging Mk Transaction History
Client 1 St Advisory Group, LLC
- $271 Million
- Q2 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 212,405 shares of DFEM stock, worth $6.48 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
212,405
Previous 224,627
5.44%
Holding current value
$6.48 Million
Previous $5.94 Million
6.07%
% of portfolio
2.33%
Previous 2.35%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
462Shares Held
162MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$512 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$198 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$183 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$137 Million3.41% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$137 Million0.17% of portfolio