Straight Path Wealth Management Dimensional ETF Tr Emerging Mk Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 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 302,966 shares of DFEM stock, worth $8.03 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
302,966
Previous 278,772
8.68%
Holding current value
$8.03 Million
Previous $7.45 Million
14.45%
% of portfolio
4.1%
Previous 3.92%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$412 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
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Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio