Liberty Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 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 244,958 shares of DFEM stock, worth $6.66 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
244,958
Previous 242,436
1.04%
Holding current value
$6.66 Million
Previous $6.82 Million
5.99%
% of portfolio
1.11%
Previous 1.2%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
414Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.7 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$444 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$161 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$140 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio