Hbk Sorce Advisory LLC Dimensional ETF Tr Emerging Mk Transaction History
Hbk Sorce Advisory LLC
- $2.56 Billion
- Q3 2024
A detailed history of Hbk Sorce Advisory LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 33,050 shares of DFEM stock, worth $895,324. This represents 0.04% of its overall portfolio holdings.
Number of Shares
33,050
Previous 30,700
7.65%
Holding current value
$895,324
Previous $820,000
13.41%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
346Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$422 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$156 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$120 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$108 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$107 Million1.18% of portfolio