Private Wealth Management Group, LLC Dimensional ETF Tr Emerging Mk Transaction History
Private Wealth Management Group, LLC
- $363 Billion
- Q3 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 542,057 shares of DFEM stock, worth $17.9 Million. This represents 4.78% of its overall portfolio holdings.
Number of Shares
542,057
Previous 514,321
5.39%
Holding current value
$17.9 Million
Previous $15.3 Billion
13.88%
% of portfolio
4.78%
Previous 5.07%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio