Enzi Wealth Dimensional ETF Tr Emerging Mk Transaction History
Enzi Wealth
- $224 Million
- Q2 2024
A detailed history of Enzi Wealth transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Enzi Wealth holds 172,846 shares of DFEM stock, worth $4.94 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
172,846
Previous 166,783
3.64%
Holding current value
$4.94 Million
Previous $4.25 Million
8.68%
% of portfolio
2.06%
Previous 1.92%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$431 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$156 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$121 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$113 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$113 Million1.18% of portfolio