Lifeworks Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Lifeworks Advisors, LLC
- $720 Million
- Q3 2025
A detailed history of Lifeworks Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 10,629 shares of DFEM stock, worth $351,607. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,629
Previous 10,629
-0.0%
Holding current value
$351,607
Previous $315,000
7.94%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio