Forvis Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 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 1,292,491 shares of DFEM stock, worth $39.4 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

1,292,491

Previous 1,669,149 22.57%

Holding current value

$39.4 Million

Previous $43.7 Million 21.77%

% of portfolio

0.86%

Previous 1.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$25.35 - $27.46 $9.55 Million - $10.3 Million	-376,658 Reduced 22.57%	1,292,491 $34.2 Million
Q4 2024 Feb 03, 2025	SELL	$26.16 - $28.82 $4.66 Million - $5.13 Million	-178,007 Reduced 9.64%	1,669,149 $43.7 Million
Q3 2024 Nov 14, 2024	SELL	$25.21 - $28.46 $1.15 Million - $1.3 Million	-45,813 Reduced 2.42%	1,847,156 $52 Million
Q2 2024 Aug 09, 2024	BUY	$24.84 - $27.2 $1.04 Million - $1.14 Million	41,897 Added 2.26%	1,892,969 $50.6 Million
Q1 2024 Apr 19, 2024	BUY	$23.62 - $25.64 $1.52 Million - $1.65 Million	64,179 Added 3.59%	1,851,072 $47.2 Million
Q4 2023 Jan 11, 2024	BUY	$22.36 - $24.96 $1.6 Million - $1.78 Million	71,358 Added 4.16%	1,786,893 $44.6 Million
Q3 2023 Oct 25, 2023	BUY	$23.16 - $25.43 $2.16 Million - $2.38 Million	93,464 Added 5.76%	1,715,535 $40 Million
Q2 2023 Aug 08, 2023	BUY	$23.0 - $24.82 $2.91 Million - $3.14 Million	126,606 Added 8.47%	1,622,071 $39 Million
Q1 2023 Apr 26, 2023	BUY	$22.42 - $24.83 $4.05 Million - $4.49 Million	180,782 Added 13.75%	1,495,465 $35.3 Million
Q4 2022 Feb 02, 2023	BUY	$20.21 - $23.44 $11.2 Million - $13 Million	554,165 Added 72.87%	1,314,683 $29.5 Million
Q3 2022 Oct 13, 2022	BUY	$20.44 - $24.05 $15.5 Million - $18.3 Million	760,518 New	760,518 $15.5 Million

Others Institutions Holding DFEM

# of Institutions

456

Shares Held

165M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History