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 $42.8 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
$42.8 Million
Previous $43.3 Million
0.64%
% of portfolio
7.12%
Previous 7.15%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
352Shares Held
133MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$406 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$150 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
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$103 Million1.18% of portfolio