Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $294 Million
- Q3 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 76,853 shares of DFEM stock, worth $2.06 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
76,853
Previous 72,847
5.5%
Holding current value
$2.06 Million
Previous $1.95 Million
11.09%
% of portfolio
0.74%
Previous 0.83%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$416 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$154 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$119 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$107 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$106 Million1.18% of portfolio