Shore Point Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Shore Point Advisors, LLC
- $171 Million
- Q2 2024
A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Shore Point Advisors, LLC holds 65,905 shares of DFEM stock, worth $1.76 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
65,905
Previous 55,369
19.03%
Holding current value
$1.76 Million
Previous $1.41 Million
24.81%
% of portfolio
1.03%
Previous 0.83%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
123MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$402 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$146 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$113 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$106 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio