Forum Financial Management, LP Dimensional ETF Tr Emerging Mk Transaction History
Forum Financial Management, LP
- $4.96 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Forum Financial Management, LP holds 16,036,690 shares of DFEM stock, worth $429 Million. This represents 8.46% of its overall portfolio holdings.
Number of Shares
16,036,690
Previous 15,566,049
3.02%
Holding current value
$429 Million
Previous $438 Million
4.15%
% of portfolio
8.46%
Previous 8.36%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
412Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.2 Billion1.6% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$158 Million0.24% of portfolio
-
Truepoint, Inc.4.75MShares$127 Million3.4% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.16MShares$111 Million0.15% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$106 Million1.18% of portfolio