Private Wealth Management Group, LLC Dimensional ETF Tr Emerging Mk Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 2024
A detailed history of Private Wealth Management Group, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 435,592 shares of DFEM stock, worth $11.8 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
435,592
Previous 411,658
5.81%
Holding current value
$11.8 Million
Previous $11.6 Billion
1.55%
% of portfolio
4.37%
Previous 4.58%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
412Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$435 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$161 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$140 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio