Private Wealth Management Group, LLC Dimensional ETF Tr Emerging Mk Transaction History
Private Wealth Management Group, LLC
- $271 Billion
- Q1 2025
A detailed history of Private Wealth Management Group, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 491,989 shares of DFEM stock, worth $15 Million. This represents 4.8% of its overall portfolio holdings.
Number of Shares
491,989
Previous 435,592
12.95%
Holding current value
$15 Million
Previous $11.4 Billion
14.11%
% of portfolio
4.8%
Previous 4.37%
Shares
6 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