Copperleaf Capital, LLC Dimensional ETF Tr Emerging Mk Transaction History
Copperleaf Capital, LLC
- $110 Million
- Q2 2024
A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Copperleaf Capital, LLC holds 34,354 shares of DFEM stock, worth $933,054. This represents 0.84% of its overall portfolio holdings.
Number of Shares
34,354
Previous 35,138
2.23%
Holding current value
$933,054
Previous $895,000
2.57%
% of portfolio
0.84%
Previous 0.85%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
332Shares Held
128MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$423 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$148 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$115 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$108 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$108 Million1.18% of portfolio