Peterson Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Peterson Wealth Advisors, LLC
- $527 Million
- Q2 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 175,720 shares of DFEM stock, worth $5.36 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
175,720
Previous 154,515
13.72%
Holding current value
$5.36 Million
Previous $4.09 Million
27.57%
% of portfolio
0.99%
Previous 0.84%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
462Shares Held
162MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$512 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$198 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$183 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$137 Million3.41% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$137 Million0.17% of portfolio