Parcion Private Wealth LLC Dimensional ETF Tr Emerging Mk Transaction History
Parcion Private Wealth LLC
- $1.18 Billion
- Q3 2024
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 2,618,772 shares of DFEM stock, worth $69.1 Million. This represents 6.23% of its overall portfolio holdings.
Number of Shares
2,618,772
Previous 2,452,251
6.79%
Holding current value
$69.1 Million
Previous $65.5 Million
12.46%
% of portfolio
6.23%
Previous 6.08%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$411 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio