Steward Financial Group LLC Dimensional ETF Tr Emerging Mk Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Steward Financial Group LLC holds 456,086 shares of DFEM stock, worth $12.1 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
456,086
Previous 428,628
6.41%
Holding current value
$12.1 Million
Previous $10.3 Million
3.13%
% of portfolio
3.37%
Previous 3.29%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
430Shares Held
154MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$441 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio