Discipline Wealth Solutions, LLC Dimensional ETF Tr Emerging Mk Transaction History
Discipline Wealth Solutions, LLC
- $246 Million
- Q2 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 308,542 shares of DFEM stock, worth $10.1 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
308,542
Previous 287,523
7.31%
Holding current value
$10.1 Million
Previous $7.61 Million
20.38%
% of portfolio
3.72%
Previous 3.84%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
471Shares Held
163MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$548 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$215 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$196 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$147 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$129 Million1.18% of portfolio