Total Wealth Planning, LLC Dimensional ETF Tr Emerging Mk Transaction History
Total Wealth Planning, LLC
- $611 Million
- Q1 2025
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 1,748,539 shares of DFEM stock, worth $52.6 Million. This represents 7.6% of its overall portfolio holdings.
Number of Shares
1,748,539
Previous 1,643,155
6.41%
Holding current value
$52.6 Million
Previous $43 Million
7.96%
% of portfolio
7.6%
Previous 7.12%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
444Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$498 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$195 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$184 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$148 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$135 Million0.17% of portfolio