Family Wealth Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 2024
A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Family Wealth Partners, LLC holds 228,755 shares of DFEM stock, worth $5.99 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
228,755
Previous 221,441
3.3%
Holding current value
$5.99 Million
Previous $5.92 Billion
8.79%
% of portfolio
3.29%
Previous 3.07%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
349Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$408 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$116 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio