Lifeworks Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Lifeworks Advisors, LLC
- $350 Million
- Q1 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 11,330 shares of DFEM stock, worth $304,323. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,330
Previous 12,508
9.42%
Holding current value
$304,323
Previous $312,000
7.69%
% of portfolio
0.08%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
306Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$425 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$136 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$110 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$104 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$93.5 Million7.95% of portfolio