Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $370 Million
- Q3 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 83,023 shares of DFEM stock, worth $2.75 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
83,023
Previous 83,279
0.31%
Holding current value
$2.75 Million
Previous $2.47 Million
7.73%
% of portfolio
0.72%
Previous 0.74%
Shares
12 transactions
Others Institutions Holding DFEM
# of Institutions
482Shares Held
171MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$571 Million8.59% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$218 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$199 Million2.54% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.49MShares$149 Million3.41% of portfolio