Total Wealth Planning, LLC Dimensional ETF Tr Emerging Mk Transaction History
Total Wealth Planning, LLC
- $556 Million
- Q1 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 1,333,939 shares of DFEM stock, worth $35.8 Million. This represents 6.11% of its overall portfolio holdings.
Number of Shares
1,333,939
Previous 1,260,858
5.8%
Holding current value
$35.8 Million
Previous $31.5 Million
8.04%
% of portfolio
6.11%
Previous 5.92%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
306Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$425 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$136 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$110 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$104 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$93.5 Million7.95% of portfolio