Rockbridge Investment Management, Lcc Dimensional ETF Tr Emerging Mk Transaction History
Rockbridge Investment Management, Lcc
- $772 Billion
- Q3 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 541,921 shares of DFEM stock, worth $14.2 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
541,921
Previous 232,484
133.1%
Holding current value
$14.2 Million
Previous $6.21 Billion
145.48%
% of portfolio
1.98%
Previous 0.88%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
354Shares Held
134MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$409 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio