Total Wealth Planning, LLC Dimensional ETF Tr Emerging Mk Transaction History
Total Wealth Planning, LLC
- $605 Million
- Q3 2024
A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Total Wealth Planning, LLC holds 1,538,586 shares of DFEM stock, worth $40.9 Million. This represents 7.15% of its overall portfolio holdings.
Number of Shares
1,538,586
Previous 1,427,299
7.8%
Holding current value
$40.9 Million
Previous $38.2 Million
13.53%
% of portfolio
7.15%
Previous 6.84%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio