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 $867,893. This represents 0.04% of its overall portfolio holdings.
Number of Shares
33,050
Previous 30,700
7.65%
Holding current value
$867,893
Previous $820,000
13.41%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
359Shares Held
134MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$409 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio