Modern Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Modern Wealth Management, LLC holds 171,995 shares of DFEM stock, worth $5.57 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
171,995Holding current value
$5.57 Million% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
482Shares Held
165MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$558 Million8.59% of portfolio
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Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
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Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
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Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$128 Million1.18% of portfolio