Straight Path Wealth Management Dimensional ETF Tr Emerging Mk Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 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 388,018 shares of DFEM stock, worth $11.8 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
388,018
Previous 350,484
10.71%
Holding current value
$11.8 Million
Previous $9.27 Million
24.19%
% of portfolio
4.4%
Previous 4.25%
Shares
13 transactions
Others Institutions Holding DFEM
# of Institutions
460Shares Held
167MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$509 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$197 Million0.29% of portfolio
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Buckingham Strategic Partners Saint Louis, MO6.01MShares$182 Million2.54% of portfolio
-
Truepoint, Inc.4.91MShares$149 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio