Copperleaf Capital, LLC Dimensional ETF Tr Emerging Mk Transaction History
Copperleaf Capital, LLC
- $137 Million
- Q3 2025
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 44,940 shares of DFEM stock, worth $1.49 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
44,940
Previous 44,333
1.37%
Holding current value
$1.49 Million
Previous $1.32 Million
9.58%
% of portfolio
1.05%
Previous 0.94%
Shares
10 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
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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