Gradient Capital Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Gradient Capital Advisors, LLC
- $329 Million
- Q2 2025
A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 230,462 shares of DFEM stock, worth $7.49 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
230,462
Previous 230,507
0.02%
Holding current value
$7.49 Million
Previous $6.1 Million
12.15%
% of portfolio
2.08%
Previous 2.04%
Shares
13 transactions
Others Institutions Holding DFEM
# of Institutions
471Shares Held
163MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$545 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$214 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$129 Million1.18% of portfolio