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

Kathleen S. Wright Associates Inc.

$244 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFEM

# of Institutions

471

Shares Held

164M

Call Options Held

0

Put Options Held

0

Forum Financial Management, LP Lombard, IL

16.8M
Shares

$544 Million
8.65% of portfolio
Ci Private Wealth, LLC Miami, FL

6.58M
Shares

$213 Million
0.29% of portfolio
Buckingham Strategic Partners Saint Louis, MO

6.01M
Shares

$195 Million
2.54% of portfolio
Truepoint, Inc.

4.49M
Shares

$146 Million
3.41% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.96M
Shares

$128 Million
1.18% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

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