Wms Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History

Wms Partners, LLC

$0
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	SELL	$26.16 - $28.82 $294,927 - $324,916	-11,274 Reduced 14.89%	64,464 $1.69 Million
Q3 2024 Nov 13, 2024	BUY	$25.21 - $28.46 $278,595 - $314,511	11,051 Added 17.08%	75,738 $2.13 Million
Q2 2024 Aug 14, 2024	SELL	$24.84 - $27.2 $347,362 - $380,364	-13,984 Reduced 17.78%	64,687 $1.73 Million
Q1 2024 May 15, 2024	SELL	$23.62 - $25.64 $16,321 - $17,717	-691 Reduced 0.87%	78,671 $2.01 Million
Q4 2023 Feb 12, 2024	SELL	$22.36 - $24.96 $18,827 - $21,016	-842 Reduced 1.05%	79,362 $1.98 Million
Q3 2023 Nov 09, 2023	SELL	$23.16 - $25.43 $3,612 - $3,967	-156 Reduced 0.19%	80,204 $1.87 Million
Q2 2023 Aug 14, 2023	BUY	$23.0 - $24.82 $54,050 - $58,327	2,350 Added 3.01%	80,360 $1.93 Million
Q1 2023 May 12, 2023	SELL	$22.42 - $24.83 $7,241 - $8,020	-323 Reduced 0.41%	78,010 $1.84 Million
Q4 2022 Feb 07, 2023	BUY	$20.21 - $23.44 $1.58 Million - $1.84 Million	78,333 New	78,333 $1.76 Million

Others Institutions Holding DFEM

# of Institutions

444

Shares Held

160M

Call Options Held

0

Put Options Held

0

Forum Financial Management, LP Lombard, IL

16.6M
Shares

$498 Million
8.31% of portfolio
Ci Private Wealth, LLC Miami, FL

6.49M
Shares

$195 Million
0.29% of portfolio
Buckingham Strategic Partners Saint Louis, MO

6.11M
Shares

$184 Million
2.63% of portfolio
Truepoint, Inc.

4.91M
Shares

$148 Million
3.62% of portfolio
High Tower Advisors, LLC Chicago, IL

4.48M
Shares

$135 Million
0.17% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

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