Soundmark Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Soundmark Wealth Management, LLC
- $0
- Q2 2024
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.9 Billion1.6% of portfolio
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Forum Financial Management, LP Lombard, IL16.3MShares$447 Million8.46% of portfolio
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Ci Private Wealth, LLC Miami, FL5.92MShares$162 Million0.24% of portfolio
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Buckingham Strategic Partners Saint Louis, MO5.14MShares$141 Million2.46% of portfolio
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Truepoint, Inc.4.75MShares$130 Million3.4% of portfolio