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 $42.9 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
$42.9 Million
Previous $43.3 Million
0.64%
% of portfolio
7.12%
Previous 7.15%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
364Shares Held
134MCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL15.6MShares$407 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$116 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$104 Million0.16% of portfolio