Peterson Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Peterson Wealth Advisors, LLC
- $482 Million
- Q4 2024
A detailed history of Peterson Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 122,665 shares of DFEM stock, worth $3.32 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
122,665
Previous 70,614
73.71%
Holding current value
$3.32 Million
Previous $1.99 Million
61.65%
% of portfolio
0.67%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$442 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$160 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$139 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio