Rockbridge Investment Management, Lcc Dimensional ETF Tr Emerging Mk Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 232,484 shares of DFEM stock, worth $6.58 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
232,484
Previous 217,076
7.1%
Holding current value
$6.58 Million
Previous $5.53 Billion
12.31%
% of portfolio
0.88%
Previous 0.81%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$427 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$155 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$120 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$112 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$112 Million1.18% of portfolio