Wealthsource Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Wealthsource Partners, LLC holds 45,555 shares of DFEM stock, worth $1.21 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
45,555
Previous 45,700
0.32%
Holding current value
$1.21 Million
Previous $1.07 Million
6.76%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
312Shares Held
117MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$420 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$134 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$108 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$103 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$92.3 Million7.95% of portfolio