Life Planning Partners, Inc Dimensional ETF Tr Emerging Mk Transaction History

Life Planning Partners, Inc

$107 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$26.16 - $28.82 $301,467 - $332,121	11,524 New	11,524 $301,000

Others Institutions Holding DFEM

# of Institutions

414

Shares Held

1.16B

Call Options Held

0

Put Options Held

0

Elser Financial Planning, Inc Indianapolis, IN

1.02B
Shares

$27.7 Billion
1.6% of portfolio
Forum Financial Management, LP Lombard, IL

16.3M
Shares

$444 Million
8.46% of portfolio
Ci Private Wealth, LLC Miami, FL

5.92M
Shares

$161 Million
0.24% of portfolio
Buckingham Strategic Partners Saint Louis, MO

5.14M
Shares

$140 Million
2.46% of portfolio
Truepoint, Inc.

4.75M
Shares

$129 Million
3.4% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
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