Gradient Capital Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Gradient Capital Advisors, LLC
- $296 Million
- Q3 2024
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 201,075 shares of DFEM stock, worth $5.25 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
201,075
Previous 186,600
7.76%
Holding current value
$5.25 Million
Previous $4.99 Million
13.5%
% of portfolio
1.91%
Previous 1.8%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
362Shares Held
134MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$407 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
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Truepoint, Inc.4.44MShares$116 Million3.42% of portfolio
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High Tower Advisors, LLC Chicago, IL3.99MShares$104 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$103 Million1.18% of portfolio