Family Wealth Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History
Family Wealth Partners, LLC
- $210 Billion
- Q4 2024
A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Family Wealth Partners, LLC holds 285,671 shares of DFEM stock, worth $7.74 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
285,671
Previous 228,755
24.88%
Holding current value
$7.74 Million
Previous $6.44 Billion
16.19%
% of portfolio
3.56%
Previous 3.29%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$442 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$160 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$139 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio