Delap Wealth Advisory, LLC Dimensional ETF Tr Emerging Mk Transaction History
Delap Wealth Advisory, LLC
- $208 Billion
- Q2 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 350,705 shares of DFEM stock, worth $11.4 Million. This represents 5.0% of its overall portfolio holdings.
Number of Shares
350,705
Previous 363,419
3.5%
Holding current value
$11.4 Million
Previous $9.62 Billion
8.25%
% of portfolio
5.0%
Previous 5.36%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
483Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$558 Million8.59% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$128 Million1.18% of portfolio