Lakeridge Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Lakeridge Wealth Management LLC
- $200 Billion
- Q1 2025
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
422Shares Held
148MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$427 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$155 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$135 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$124 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$110 Million0.96% of portfolio