Carlson Capital Management Dimensional ETF Tr Emerging Mk Transaction History
Carlson Capital Management
- $1.26 Billion
- Q1 2024
A detailed history of Carlson Capital Management transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Carlson Capital Management holds 1,947,016 shares of DFEM stock, worth $53.1 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
1,947,016
Previous 2,865,461
32.05%
Holding current value
$53.1 Million
Previous $71.5 Million
30.61%
% of portfolio
3.95%
Previous 3.67%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
307Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$432 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$138 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$111 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$106 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$94.9 Million7.95% of portfolio