Kfg Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 156,923 shares of DFEM stock, worth $4.13 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
156,923
Previous 114,116
37.51%
Holding current value
$4.13 Million
Previous $3.21 Million
27.93%
% of portfolio
1.07%
Previous 0.93%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
353Shares Held
133MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$409 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$104 Million1.18% of portfolio