Mattern Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Mattern Wealth Management LLC
- $439 Million
- Q2 2025
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 285,662 shares of DFEM stock, worth $8.61 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
285,662
Previous 428,925
33.4%
Holding current value
$8.61 Million
Previous $11.3 Million
25.3%
% of portfolio
1.93%
Previous 2.71%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
459Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$506 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$196 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$184 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$148 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$140 Million1.05% of portfolio