Colony Family Offices, LLC Dimensional ETF Tr Emerging Mk Transaction History

Colony Family Offices, LLC

$296 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$22.42 - $24.83 $94,051 - $104,161	4,195 New	4,195 $98,000

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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