Kathleen S. Wright Associates Inc. Dimensional ETF Tr Emerging Mk Transaction History

Kathleen S. Wright Associates Inc.

$242 Million
Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 57,697 shares of DFEM stock, worth $1.52 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

57,697

Previous 54,419 6.02%

Holding current value

$1.52 Million

Previous $1.53 Million 1.31%

% of portfolio

0.62%

Previous 0.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$26.16 - $28.82 $85,752 - $94,471	3,278 Added 6.02%	57,697 $1.51 Million
Q3 2024 Oct 11, 2024	BUY	$25.21 - $28.46 $176 - $199	7 Added 0.01%	54,419 $1.53 Million
Q2 2024 Jul 17, 2024	BUY	$24.84 - $27.2 $149,611 - $163,825	6,023 Added 12.45%	54,412 $1.45 Million
Q1 2024 Apr 17, 2024	BUY	$23.62 - $25.64 $195,077 - $211,760	8,259 Added 20.58%	48,389 $1.23 Million
Q4 2023 Jan 31, 2024	BUY	$22.36 - $24.96 $93,464 - $104,332	4,180 Added 11.63%	40,130 $1 Million
Q3 2023 Oct 20, 2023	BUY	$23.16 - $25.43 $539,535 - $592,417	23,296 Added 184.1%	35,950 $837,000
Q2 2023 Jul 20, 2023	BUY	$23.0 - $24.82 $291,042 - $314,072	12,654 New	12,654 $304,000

Others Institutions Holding DFEM

# of Institutions

426

Shares Held

151M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

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Kathleen S. Wright Associates Inc. Dimensional ETF Tr Emerging Mk Transaction History