Creative One Wealth, LLC Dimensional ETF Tr Emerging Mk Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Creative One Wealth, LLC holds 18,167 shares of DFEM stock, worth $481,243. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,167
Previous 9,023
101.34%
Holding current value
$481,243
Previous $241,000
112.03%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$412 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