Integrated Wealth Concepts LLC Dimensional ETF Tr Emerging Mk Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

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 135,081 shares of DFEM stock, worth $3.82 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
135,081
Previous 123,698 9.2%
Holding current value
$3.82 Million
Previous $3.24 Million 10.34%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$25.35 - $27.46 $288,559 - $312,577
11,383 Added 9.2%
135,081 $3.57 Million
Q4 2024

Feb 14, 2025
BUY
$26.16 - $28.82 $2.56 Million - $2.82 Million
97,799 Added 377.62%
123,698 $3.24 Million
Q3 2024

Nov 14, 2024
BUY
$25.21 - $28.46 $87,629 - $98,926
3,476 Added 15.5%
25,899 $729,000
Q2 2024

Aug 14, 2024
BUY
$24.84 - $27.2 $556,987 - $609,905
22,423 New
22,423 $599,000

Others Institutions Holding DFEM

# of Institutions
443
Shares Held
160M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR EMERGING MK

DFEM Quotes by TradingView
  • Ticker DFEM
  • Sector ETFs
  • Industry ETFs
More about DFEM
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email