Financial Plan, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Financial Plan, Inc. holds 667,418 shares of DFEM stock, worth $22.1 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
667,418Holding current value
$22.1 Million% of portfolio
2.53%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
504Shares Held
181MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.6MShares$582 Million8.73% of portfolio
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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
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Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
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Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio