Essential Planning, Llc. Dimensional ETF Tr Emerging Mk Transaction History
Essential Planning, Llc.
- $269 Billion
- Q2 2025
A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Essential Planning, Llc. holds 22,431 shares of DFEM stock, worth $718,240. This represents 0.25% of its overall portfolio holdings.
Number of Shares
22,431
Previous 15,785
42.1%
Holding current value
$718,240
Previous $418 Million
59.39%
% of portfolio
0.25%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
471Shares Held
163MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$538 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$211 Million0.26% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$193 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$144 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$127 Million1.18% of portfolio