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 $2.14 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
81,727
Previous 76,853
6.34%
Holding current value
$2.14 Million
Previous $2.16 Million
1.06%
% of portfolio
0.74%
Previous 0.74%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
364Shares Held
134MCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL15.6MShares$407 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$116 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$104 Million0.16% of portfolio