Liberty Wealth Management LLC Dimensional ETF Tr Emerging Mk Put Options Transaction History

Liberty Wealth Management LLC

$504 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFEM

# of Institutions

443

Shares Held

160M

Call Options Held

0

Put Options Held

0

Forum Financial Management, LP Lombard, IL

16.6M
Shares

$486 Million
8.31% of portfolio
Ci Private Wealth, LLC Miami, FL

6.49M
Shares

$190 Million
0.29% of portfolio
Buckingham Strategic Partners Saint Louis, MO

6.11M
Shares

$179 Million
2.63% of portfolio
Truepoint, Inc.

4.91M
Shares

$144 Million
3.62% of portfolio
High Tower Advisors, LLC Chicago, IL

4.48M
Shares

$131 Million
0.17% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

Track This Portfolio

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.