Integrated Wealth Concepts LLC Dimensional ETF Tr Emerging Mk Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 123,698 shares of DFEM stock, worth $3.35 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
123,698
Previous 25,899
377.62%
Holding current value
$3.35 Million
Previous $729,000
344.31%
% of portfolio
0.04%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
412Shares 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, IL16MShares$435 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$161 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