Straight Path Wealth Management Dimensional ETF Tr Emerging Mk Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 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 421,954 shares of DFEM stock, worth $14 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
421,954
Previous 388,018
8.75%
Holding current value
$14 Million
Previous $11.5 Million
17.51%
% of portfolio
3.62%
Previous 4.4%
Shares
14 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio