Compass Ion Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Compass Ion Advisors, LLC
- $851 Million
- Q2 2025
A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 9,419 shares of DFEM stock, worth $285,772. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,419
Previous 11,388
17.29%
Holding current value
$285,772
Previous $301,000
7.31%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
460Shares Held
167MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$509 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$197 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$182 Million2.54% of portfolio
-
Truepoint, Inc.4.91MShares$149 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio