Liberty Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Liberty Wealth Management LLC
- $5.71 Billion
- Q1 2025
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 695,881 shares of DFEM stock, worth $18.5 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
695,881
Previous 244,958
184.08%
Holding current value
$18.5 Million
Previous $6.42 Million
187.03%
% of portfolio
0.32%
Previous 1.11%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
432Shares Held
155MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$441 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio