Ever Source Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 61,809 shares of DFEM stock, worth $1.64 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
61,809
Previous 60,023
2.98%
Holding current value
$1.64 Million
Previous $1.6 Million
8.42%
% of portfolio
0.12%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$412 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio