Private Wealth Management Group, LLC Dimensional ETF Tr Emerging Mk Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 2025
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 514,321 shares of DFEM stock, worth $15.6 Million. This represents 5.07% of its overall portfolio holdings.
Number of Shares
514,321
Previous 491,989
4.54%
Holding current value
$15.6 Million
Previous $13 Billion
17.26%
% of portfolio
5.07%
Previous 4.8%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
455Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$503 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$197 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$185 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$149 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio