Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $332 Million
- Q2 2025
A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 83,279 shares of DFEM stock, worth $2.67 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
83,279
Previous 83,918
0.76%
Holding current value
$2.67 Million
Previous $2.22 Million
11.31%
% of portfolio
0.74%
Previous 0.75%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
471Shares Held
163MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$538 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$211 Million0.26% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$193 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$144 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$127 Million1.18% of portfolio