Geometric Wealth Advisors Dimensional ETF Tr Emerging Mk Transaction History
Geometric Wealth Advisors
- $479 Million
- Q2 2024
A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Geometric Wealth Advisors holds 16,554 shares of DFEM stock, worth $468,478. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,554
Previous 16,554
-0.0%
Holding current value
$468,478
Previous $421,000
4.99%
% of portfolio
0.09%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$427 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$155 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$120 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$112 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$112 Million1.18% of portfolio