Peterson Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Peterson Wealth Advisors, LLC
- $485 Million
- Q1 2025
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 154,515 shares of DFEM stock, worth $4.11 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
154,515
Previous 122,665
25.97%
Holding current value
$4.11 Million
Previous $3.21 Million
27.27%
% of portfolio
0.84%
Previous 0.67%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
430Shares Held
154MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$441 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio