Mattern Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Mattern Wealth Management LLC
- $422 Million
- Q4 2024
A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Mattern Wealth Management LLC holds 409,114 shares of DFEM stock, worth $10.9 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
409,114
Previous 348,355
17.44%
Holding current value
$10.9 Million
Previous $9.81 Million
9.26%
% of portfolio
2.54%
Previous 2.3%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$434 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$158 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