Gradient Capital Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Gradient Capital Advisors, LLC
- $358 Million
- Q3 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 227,460 shares of DFEM stock, worth $7.52 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
227,460
Previous 230,462
1.3%
Holding current value
$7.52 Million
Previous $6.84 Million
6.64%
% of portfolio
2.04%
Previous 2.08%
Shares
14 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
175MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio