Discipline Wealth Solutions, LLC Dimensional ETF Tr Emerging Mk Transaction History
Discipline Wealth Solutions, LLC
- $207 Million
- Q4 2024
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 284,337 shares of DFEM stock, worth $7.79 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
284,337
Previous 248,791
14.29%
Holding current value
$7.79 Million
Previous $7 Million
6.33%
% of portfolio
3.6%
Previous 3.85%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.9 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$448 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$162 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$141 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$130 Million3.4% of portfolio