Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History

Shanker Valleau Wealth Advisors, Inc.

$234 Million
Q2 2024

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 72,847 shares of DFEM stock, worth $1.97 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

72,847

Previous 73,317 0.64%

Holding current value

$1.97 Million

Previous $1.87 Million 4.23%

% of portfolio

0.83%

Previous 0.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	SELL	$24.84 - $27.2 $11,674 - $12,784	-470 Reduced 0.64%	72,847 $1.95 Million
Q1 2024 Apr 17, 2024	BUY	$23.62 - $25.64 $36,303 - $39,408	1,537 Added 2.14%	73,317 $1.87 Million
Q4 2023 Jan 11, 2024	BUY	$22.36 - $24.96 $146,189 - $163,188	6,538 Added 10.02%	71,780 $1.79 Million
Q3 2023 Oct 12, 2023	BUY	$23.16 - $25.43 $92,894 - $101,999	4,011 Added 6.55%	65,242 $1.52 Million
Q2 2023 Jul 12, 2023	SELL	$23.0 - $24.82 $11,155 - $12,037	-485 Reduced 0.79%	61,231 $1.47 Million
Q1 2023 Apr 17, 2023	SELL	$22.42 - $24.83 $11,815 - $13,085	-527 Reduced 0.85%	61,716 $1.46 Million
Q4 2022 Jan 12, 2023	BUY	$21.2 - $23.44 $1.32 Million - $1.46 Million	62,243 New	62,243 $0

Others Institutions Holding DFEM

# of Institutions

325

Shares Held

123M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History