Kathleen S. Wright Associates Inc. Dimensional ETF Tr Emerging Mk Transaction History
Kathleen S. Wright Associates Inc.
- $215 Million
- Q1 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 48,389 shares of DFEM stock, worth $1.29 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
48,389
Previous 40,130
20.58%
Holding current value
$1.29 Million
Previous $1 Million
23.18%
% of portfolio
0.57%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
306Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$423 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$135 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$109 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$104 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$93 Million7.95% of portfolio