Kathleen S. Wright Associates Inc. Dimensional ETF Tr Emerging Mk Transaction History
Kathleen S. Wright Associates Inc.
- $256 Million
- Q3 2025
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 64,425 shares of DFEM stock, worth $2.13 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
64,425
Previous 64,386
0.06%
Holding current value
$2.13 Million
Previous $1.91 Million
8.17%
% of portfolio
0.81%
Previous 0.78%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall 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