Discipline Wealth Solutions, LLC Dimensional ETF Tr Emerging Mk Transaction History
Discipline Wealth Solutions, LLC
- $182 Million
- Q3 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 248,791 shares of DFEM stock, worth $6.66 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
248,791
Previous 212,462
17.1%
Holding current value
$6.66 Million
Previous $5.68 Million
23.31%
% of portfolio
3.85%
Previous 4.48%
Shares
4 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
-
Truepoint, Inc.4.44MShares$119 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$107 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$106 Million1.18% of portfolio