Forvis Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Forvis Wealth Advisors, LLC
- $4.75 Billion
- Q3 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,904,518 shares of DFEM stock, worth $63 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
1,904,518
Previous 1,115,524
70.73%
Holding current value
$63 Million
Previous $33.1 Million
84.48%
% of portfolio
1.29%
Previous 0.75%
Shares
13 transactions
Others Institutions Holding DFEM
# of Institutions
498Shares Held
175MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio