Private Wealth Management Group, LLC Dimensional ETF Tr Emerging Mk Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 2024
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 435,592 shares of DFEM stock, worth $11.1 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
435,592
Previous 411,658
5.81%
Holding current value
$11.1 Million
Previous $11.6 Billion
1.55%
% of portfolio
4.37%
Previous 4.58%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
420Shares Held
1.17BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$418 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$152 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$132 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$121 Million3.4% of portfolio