Liberty Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Liberty Wealth Management LLC
- $504 Million
- 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 245,388 shares of DFEM stock, worth $7.19 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
245,388
Previous 695,881
64.74%
Holding current value
$7.19 Million
Previous $18.4 Million
64.74%
% of portfolio
1.29%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
443Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$486 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$190 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$179 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$144 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$131 Million0.17% of portfolio