Essential Planning, Llc. Dimensional ETF Tr Emerging Mk Transaction History
Essential Planning, Llc.
- $248 Billion
- Q1 2025
A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Essential Planning, Llc. holds 15,785 shares of DFEM stock, worth $419,565. This represents 0.17% of its overall portfolio holdings.
Number of Shares
15,785
Previous 337,001
95.32%
Holding current value
$419,565
Previous $8.83 Million
4632.26%
% of portfolio
0.17%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
432Shares Held
155MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$441 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio