Straight Path Wealth Management Dimensional ETF Tr Emerging Mk Transaction History
Straight Path Wealth Management
- $190 Million
- Q2 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 278,772 shares of DFEM stock, worth $7.93 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
278,772
Previous 247,378
12.69%
Holding current value
$7.93 Million
Previous $6.31 Million
18.18%
% of portfolio
3.92%
Previous 3.63%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$429 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$155 Million0.26% of portfolio
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Truepoint, Inc.4.23MShares$120 Million3.28% of portfolio
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High Tower Advisors, LLC Chicago, IL3.97MShares$113 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$113 Million1.18% of portfolio