Client 1 St Advisory Group, LLC Dimensional ETF Tr Emerging Mk Transaction History
Client 1 St Advisory Group, LLC
- $256 Million
- Q4 2024
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 231,342 shares of DFEM stock, worth $6.04 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
231,342
Previous 220,959
4.7%
Holding current value
$6.04 Million
Previous $5.91 Million
2.57%
% of portfolio
2.37%
Previous 2.57%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
364Shares Held
134MCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL15.6MShares$407 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$116 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$104 Million0.16% of portfolio