Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk Call Options Transaction History

Shanker Valleau Wealth Advisors, Inc.

$370 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFEM

# of Institutions

482

Shares Held

171M

Call Options Held

0

Put Options Held

0

Forum Financial Management, LP Lombard, IL

17.2M
Shares

$571 Million
8.59% of portfolio
Ci Private Wealth, LLC Miami, FL

6.58M
Shares

$218 Million
0.29% of portfolio
Buckingham Strategic Partners Saint Louis, MO

6.01M
Shares

$199 Million
2.54% of portfolio
Sequoia Financial Advisors, LLC

4.89M
Shares

$162 Million
1.07% of portfolio
Truepoint, Inc.

4.49M
Shares

$149 Million
3.41% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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