Asset Planning Corporation Dimensional ETF Tr Emerging Mk Transaction History
Asset Planning Corporation
- $152 Million
- Q3 2024
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Asset Planning Corporation holds 41,797 shares of DFEM stock, worth $1.1 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
41,797
Previous 40,502
3.2%
Holding current value
$1.1 Million
Previous $1.08 Million
8.69%
% of portfolio
0.77%
Previous 0.81%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$410 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 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