Liberty Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Liberty Wealth Management LLC holds 242,436 shares of DFEM stock, worth $6.44 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
242,436
Previous 429,137 43.51%
Holding current value
$6.44 Million
Previous $6.3 Million 8.4%
% of portfolio
1.2%
Previous 1.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$25.21 - $28.46 $4.71 Million - $5.31 Million
-186,701 Reduced 43.51%
242,436 $6.82 Million
Q2 2024

Aug 06, 2024
BUY
$24.84 - $27.2 $4.79 Million - $5.25 Million
192,975 Added 81.71%
429,137 $6.3 Million
Q1 2024

May 02, 2024
SELL
$23.62 - $25.64 $708 - $769
-30 Reduced 0.01%
236,162 $6.02 Million
Q4 2023

Feb 08, 2024
SELL
$22.36 - $24.96 $23,299 - $26,008
-1,042 Reduced 0.44%
236,192 $5.9 Million
Q3 2023

Nov 13, 2023
BUY
$23.16 - $25.43 $50,326 - $55,259
2,173 Added 0.92%
237,234 $5.53 Million
Q2 2023

Aug 10, 2023
SELL
$23.0 - $24.82 $796,927 - $859,988
-34,649 Reduced 12.85%
235,061 $5.65 Million
Q1 2023

May 03, 2023
SELL
$22.42 - $24.83 $3.38 Million - $3.74 Million
-150,820 Reduced 35.86%
269,710 $6.36 Million
Q3 2022

Nov 15, 2022
BUY
$20.44 - $24.05 $8.6 Million - $10.1 Million
420,530 New
420,530 $8.6 Million

Others Institutions Holding DFEM

# of Institutions
346
Shares Held
131M
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 Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management 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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email