True Wealth Design, LLC Dimensional ETF Tr Emerging Mk Transaction History
True Wealth Design, LLC
- $263 Billion
- Q1 2025
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 17,104 shares of DFEM stock, worth $479,083. This represents 0.17% of its overall portfolio holdings.
Number of Shares
17,104
Previous 18,199
6.02%
Holding current value
$479,083
Previous $477 Million
5.05%
% of portfolio
0.17%
Previous 0.18%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
442Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$464 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$182 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$171 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$137 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$125 Million0.17% of portfolio