Compass Ion Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Compass Ion Advisors, LLC
- $781 Million
- Q1 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 11,388 shares of DFEM stock, worth $295,974. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,388
Previous 11,359
0.26%
Holding current value
$295,974
Previous $297,000
1.35%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
422Shares Held
148MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$424 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$154 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$134 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$123 Million3.4% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.16MShares$108 Million0.15% of portfolio