Total Wealth Planning, LLC Dimensional ETF Tr Emerging Mk Transaction History
Total Wealth Planning, LLC
- $744 Million
- Q2 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 1,818,416 shares of DFEM stock, worth $56.4 Million. This represents 7.25% of its overall portfolio holdings.
Number of Shares
1,818,416
Previous 1,748,539
4.0%
Holding current value
$56.4 Million
Previous $46.5 Million
16.17%
% of portfolio
7.25%
Previous 7.6%
Shares
12 transactions
Others Institutions Holding DFEM
# of Institutions
471Shares Held
163MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$520 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$204 Million0.26% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$186 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$139 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$123 Million1.18% of portfolio