Straight Path Wealth Management Dimensional ETF Tr Emerging Mk Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 2024
A detailed history of Straight Path Wealth Management transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Straight Path Wealth Management holds 317,224 shares of DFEM stock, worth $8.59 Million. This represents 3.65% of its overall portfolio holdings.
Number of Shares
317,224
Previous 302,966
4.71%
Holding current value
$8.59 Million
Previous $8.53 Million
2.58%
% of portfolio
3.65%
Previous 4.1%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
418Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$442 Million8.46% of portfolio
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Ci Private Wealth, LLC Miami, FL5.92MShares$160 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$139 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio