Lakeridge Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 13,477 shares of DFEM stock, worth $360,374. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,477
Previous 13,752
2.0%
Holding current value
$360,374
Previous $351 Million
2.77%
% of portfolio
0.22%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
123MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$403 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$146 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$113 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$106 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$106 Million1.18% of portfolio