Evermay Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Evermay Wealth Management LLC holds 177 shares of DFEM stock, worth $4,633. This represents 0.0% of its overall portfolio holdings.
Number of Shares
177
Previous 177
-0.0%
Holding current value
$4,633
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
426Shares Held
151MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$427 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$155 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$135 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$124 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$110 Million0.96% of portfolio