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 $480,271. This represents 0.2% of its overall portfolio holdings.
Number of Shares
18,199
Previous 186,229
90.23%
Holding current value
$480,271
Previous $4.98 Billion
89.71%
% of portfolio
0.2%
Previous 1.23%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$411 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio