Integrated Wealth Concepts LLC Dimensional ETF Tr Emerging Mk Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 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 159,722 shares of DFEM stock, worth $5.17 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
159,722
Previous 135,081
18.24%
Holding current value
$5.17 Million
Previous $3.57 Million
32.62%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
483Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$558 Million8.59% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$128 Million1.18% of portfolio