Discipline Wealth Solutions, LLC Dimensional ETF Tr Emerging Mk Transaction History
Discipline Wealth Solutions, LLC
- $198 Million
- Q1 2025
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 287,523 shares of DFEM stock, worth $8.64 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
287,523
Previous 284,337
1.12%
Holding current value
$8.64 Million
Previous $7.45 Million
2.16%
% of portfolio
3.84%
Previous 3.6%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
444Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$498 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$195 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$184 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$148 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$135 Million0.17% of portfolio