Parcion Private Wealth LLC Dimensional ETF Tr Emerging Mk Transaction History
Parcion Private Wealth LLC
- $1.19 Billion
- Q1 2025
A detailed history of Parcion Private Wealth LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Parcion Private Wealth LLC holds 2,890,675 shares of DFEM stock, worth $88.1 Million. This represents 6.45% of its overall portfolio holdings.
Number of Shares
2,890,675
Previous 2,765,275
4.53%
Holding current value
$88.1 Million
Previous $72.4 Million
5.61%
% of portfolio
6.45%
Previous 5.69%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
455Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$506 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$198 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$186 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$150 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio