True Wealth Design, LLC Dimensional ETF Tr Emerging Mk Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, True Wealth Design, LLC holds 18,199 shares of DFEM stock, worth $482,819. This represents 0.2% of its overall portfolio holdings.
Number of Shares
18,199
Previous 186,229
90.23%
Holding current value
$482,819
Previous $4.98 Billion
89.71%
% of portfolio
0.2%
Previous 1.23%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
368Shares Held
1.15BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL15.6MShares$413 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio