Straight Path Wealth Management Dimensional ETF Tr Emerging Mk Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 2025
A detailed history of Straight Path Wealth Management transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Straight Path Wealth Management holds 350,484 shares of DFEM stock, worth $9.32 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
350,484
Previous 317,224
10.48%
Holding current value
$9.32 Million
Previous $8.31 Million
11.62%
% of portfolio
4.25%
Previous 3.65%
Shares
12 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
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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