Family Wealth Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History
Family Wealth Partners, LLC
- $193 Billion
- Q2 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 221,441 shares of DFEM stock, worth $6.27 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
221,441
Previous 194,273
13.98%
Holding current value
$6.27 Million
Previous $4.95 Billion
19.53%
% of portfolio
3.07%
Previous 2.81%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$427 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$155 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$120 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$112 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$112 Million1.18% of portfolio