Geometric Wealth Advisors Dimensional ETF Tr Emerging Mk Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 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 15,709 shares of DFEM stock, worth $411,261. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,709
Previous 15,709
-0.0%
Holding current value
$411,261
Previous $442,000
7.01%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
426Shares Held
151MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$427 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$155 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$135 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$124 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$110 Million0.96% of portfolio