Essential Planning, Llc. Dimensional ETF Tr Emerging Mk Transaction History
Essential Planning, Llc.
- $248 Billion
- Q1 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 15,785 shares of DFEM stock, worth $462,500. This represents 0.17% of its overall portfolio holdings.
Number of Shares
15,785
Previous 337,001
95.32%
Holding current value
$462,500
Previous $8.83 Million
4632.26%
% of portfolio
0.17%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
443Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$486 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$190 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$179 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$144 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$131 Million0.17% of portfolio