Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Emerging Mk Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$392 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 02, 2024	BUY	$22.36 - $24.96 $41,992 - $46,874	1,878 Added 12.43%	16,991 $424,000
Q3 2023 Nov 03, 2023	BUY	$23.16 - $25.43 $76,428 - $83,919	3,300 Added 27.94%	15,113 $352,000
Q2 2023 Aug 11, 2023	BUY	$23.0 - $24.82 $1,380 - $1,489	60 Added 0.51%	11,813 $284,000
Q1 2023 Apr 27, 2023	SELL	$22.42 - $24.83 $4,035 - $4,469	-180 Reduced 1.51%	11,753 $277,000
Q4 2022 Feb 08, 2023	BUY	$20.21 - $23.44 $241,165 - $279,709	11,933 New	11,933 $268,000

Others Institutions Holding DFEM

# of Institutions

345

Shares Held

131M

Call Options Held

Put Options Held

Forum Financial Management, LP Lombard, IL

15.6M
Shares

$410 Million
8.36% of portfolio
Ci Private Wealth, LLC Miami, FL

5.76M
Shares

$152 Million
0.23% of portfolio
Truepoint, Inc.

4.44M
Shares

$117 Million
3.42% of portfolio
High Tower Advisors, LLC Chicago, IL

3.99M
Shares

$105 Million
0.16% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.96M
Shares

$104 Million
1.18% of portfolio

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

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