Discipline Wealth Solutions, LLC Dimensional ETF Tr Emerging Mk Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 369,842 shares of DFEM stock, worth $12.2 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
369,842
Previous 308,542
19.87%
Holding current value
$12.2 Million
Previous $9.16 Million
29.52%
% of portfolio
3.35%
Previous 3.72%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio