Lifeworks Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
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 10,695 shares of DFEM stock, worth $290,904. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,695
Previous 11,027
3.01%
Holding current value
$290,904
Previous $310,000
9.68%
% of portfolio
0.05%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
414Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.7 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$444 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$161 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$140 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio