Evensky & Katz LLC Dimensional ETF Tr Emerging Mk Transaction History
Evensky & Katz LLC
- $1.44 Billion
- Q2 2024
A detailed history of Evensky & Katz LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Evensky & Katz LLC holds 2,196,466 shares of DFEM stock, worth $58.5 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
2,196,466
Previous 2,125,518
3.34%
Holding current value
$58.5 Million
Previous $54.2 Million
8.37%
% of portfolio
4.09%
Previous 3.82%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
123MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$402 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$146 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$113 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$106 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio