Total Wealth Planning, LLC Dimensional ETF Tr Emerging Mk Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Total Wealth Planning, LLC holds 1,643,155 shares of DFEM stock, worth $44.2 Million. This represents 7.12% of its overall portfolio holdings.
Number of Shares
1,643,155
Previous 1,538,586
6.8%
Holding current value
$44.2 Million
Previous $43.3 Million
0.64%
% of portfolio
7.12%
Previous 7.15%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.4 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$439 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$159 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$138 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$128 Million3.4% of portfolio