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 $1.17 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
45,555
Previous 45,700
0.32%
Holding current value
$1.17 Million
Previous $1.07 Million
6.76%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
421Shares Held
1.17BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$418 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$152 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$132 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$121 Million3.4% of portfolio