Forvis Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Forvis Wealth Advisors, LLC
- $4.21 Billion
- Q4 2024
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 1,669,149 shares of DFEM stock, worth $45.4 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
1,669,149
Previous 1,847,156
9.64%
Holding current value
$45.4 Million
Previous $52 Million
15.93%
% of portfolio
1.04%
Previous 1.22%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
414Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.7 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$444 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$161 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$140 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio