Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $291 Million
- Q4 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 81,727 shares of DFEM stock, worth $2.17 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
81,727
Previous 76,853
6.34%
Holding current value
$2.17 Million
Previous $2.16 Million
1.06%
% of portfolio
0.74%
Previous 0.74%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
415Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$434 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$158 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio