Lakeridge Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Lakeridge Wealth Management LLC
- $194 Billion
- Q4 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 7,747 shares of DFEM stock, worth $208,316. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,747
Previous 11,551
32.93%
Holding current value
$208,316
Previous $325 Million
37.6%
% of portfolio
0.1%
Previous 0.18%
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$27.4 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$439 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$159 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$138 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$128 Million3.4% of portfolio