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 $3.22 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
122,665
Previous 70,614
73.71%
Holding current value
$3.22 Million
Previous $1.99 Million
61.65%
% of portfolio
0.67%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
354Shares Held
134MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$409 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio