Private Wealth Management Group, LLC Dimensional ETF Tr Emerging Mk Transaction History
Private Wealth Management Group, LLC
- $231 Billion
- Q2 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 384,700 shares of DFEM stock, worth $10.9 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
384,700
Previous 351,224
9.53%
Holding current value
$10.9 Million
Previous $8.95 Billion
14.86%
% of portfolio
4.45%
Previous 4.06%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$427 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$155 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$120 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$112 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$112 Million1.18% of portfolio