Integrated Wealth Concepts LLC Dimensional ETF Tr Emerging Mk Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 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 25,899 shares of DFEM stock, worth $683,474. This represents 0.01% of its overall portfolio holdings.
Number of Shares
25,899
Previous 22,423
15.5%
Holding current value
$683,474
Previous $599,000
21.7%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$411 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio