Liberty Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Liberty Wealth Management LLC
- $546 Million
- Q2 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 429,137 shares of DFEM stock, worth $11.9 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
429,137
Previous 236,162
81.71%
Holding current value
$11.9 Million
Previous $6.02 Million
4.57%
% of portfolio
1.15%
Previous 1.17%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
330Shares Held
126MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$417 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$151 Million0.26% of portfolio
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Truepoint, Inc.4.23MShares$117 Million3.28% of portfolio
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High Tower Advisors, LLC Chicago, IL3.97MShares$110 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$110 Million1.18% of portfolio