Harel Insurance Investments & Financial Services Ltd. Dimensional ETF Tr Emerging Mk Transaction History

Harel Insurance Investments & Financial Services Ltd.

$5.8 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	BUY	$23.16 - $25.43 $10,422 - $11,443	450 Added 11.39%	4,400 $103,000
Q2 2023 Jul 17, 2023	BUY	$23.0 - $24.82 $90,850 - $98,039	3,950 New	3,950 $94,000

Others Institutions Holding DFEM

# of Institutions

345

Shares Held

131M

Call Options Held

Put Options Held

Forum Financial Management, LP Lombard, IL

15.6M
Shares

$410 Million
8.36% of portfolio
Ci Private Wealth, LLC Miami, FL

5.76M
Shares

$152 Million
0.23% of portfolio
Truepoint, Inc.

4.44M
Shares

$117 Million
3.42% of portfolio
High Tower Advisors, LLC Chicago, IL

3.99M
Shares

$105 Million
0.16% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.96M
Shares

$104 Million
1.18% of portfolio

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
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