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%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
123MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$408 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$148 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$114 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$107 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$107 Million1.18% of portfolio