Copperleaf Capital, LLC Dimensional ETF Tr Emerging Mk Transaction History
Copperleaf Capital, LLC
- $115 Million
- Q3 2024
A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Copperleaf Capital, LLC holds 35,459 shares of DFEM stock, worth $942,500. This represents 0.87% of its overall portfolio holdings.
Number of Shares
35,459
Previous 34,354
3.22%
Holding current value
$942,500
Previous $918,000
8.71%
% of portfolio
0.87%
Previous 0.84%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
346Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio