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 $7.44 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
285,671
Previous 228,755
24.88%
Holding current value
$7.44 Million
Previous $6.44 Billion
16.19%
% of portfolio
3.56%
Previous 3.29%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
352Shares Held
133MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$406 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$150 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$116 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$104 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$103 Million1.18% of portfolio