Bcr Wealth Strategies, LLC Dimensional ETF Tr Emerging Mk Transaction History
Bcr Wealth Strategies, LLC
- $212 Million
- Q3 2024
A detailed history of Bcr Wealth Strategies, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 479,650 shares of DFEM stock, worth $12.8 Million. This represents 6.37% of its overall portfolio holdings.
Number of Shares
479,650
Previous 450,826
6.39%
Holding current value
$12.8 Million
Previous $12.1 Million
12.05%
% of portfolio
6.37%
Previous 7.84%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$416 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$154 Million0.23% of portfolio
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Truepoint, Inc.4.44MShares$119 Million3.42% of portfolio
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High Tower Advisors, LLC Chicago, IL3.99MShares$107 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$106 Million1.18% of portfolio