Lifeworks Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 11,027 shares of DFEM stock, worth $289,127. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,027
Previous 11,100
0.66%
Holding current value
$289,127
Previous $296,000
4.73%
% of portfolio
0.06%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
368Shares Held
1.15BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.7 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL15.6MShares$408 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$116 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio