Poinciana Advisors Group, LLC Dimensional ETF Tr Emerging Mk Transaction History
Poinciana Advisors Group, LLC
- $96.5 Billion
- Q1 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 27,635 shares of DFEM stock, worth $779,307. This represents 0.76% of its overall portfolio holdings.
Number of Shares
27,635
Previous 18,441
49.86%
Holding current value
$779,307
Previous $483 Million
51.4%
% of portfolio
0.76%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
441Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$468 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$183 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$172 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$138 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$126 Million0.17% of portfolio