Lakeridge Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 11,551 shares of DFEM stock, worth $304,830. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,551
Previous 13,477
14.29%
Holding current value
$304,830
Previous $360 Million
9.74%
% of portfolio
0.18%
Previous 0.22%
Shares
4 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