Mattern Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Mattern Wealth Management LLC
- $426 Million
- Q3 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 348,355 shares of DFEM stock, worth $9.64 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
348,355
Previous 110,392
215.56%
Holding current value
$9.64 Million
Previous $2.95 Million
232.41%
% of portfolio
2.3%
Previous 0.73%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
330Shares Held
126MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$417 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$151 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$117 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$110 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$110 Million1.18% of portfolio