Liberty Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Liberty Wealth Management LLC holds 242,436 shares of DFEM stock, worth $6.37 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
242,436
Previous 429,137
43.51%
Holding current value
$6.37 Million
Previous $6.3 Million
8.4%
% of portfolio
1.2%
Previous 1.15%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
359Shares Held
134MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$409 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
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Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio