Us Advisors Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Us Advisors Wealth Management, LLC
- $290 Million
- Q3 2025
A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 20,768 shares of DFEM stock, worth $687,005. This represents 0.23% of its overall portfolio holdings.
Number of Shares
20,768
Previous 19,672
5.57%
Holding current value
$687,005
Previous $583,000
14.24%
% of portfolio
0.23%
Previous 0.22%
Shares
3 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