Gradient Capital Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 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 214,447 shares of DFEM stock, worth $5.66 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
214,447
Previous 201,075
6.65%
Holding current value
$5.66 Million
Previous $5.66 Million
0.78%
% of portfolio
1.85%
Previous 1.91%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
427Shares Held
152MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$431 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$156 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$136 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$125 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$111 Million0.96% of portfolio