True Wealth Design, LLC Dimensional ETF Tr Emerging Mk Transaction History
True Wealth Design, LLC
- $258 Billion
- Q4 2024
A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, True Wealth Design, LLC holds 18,199 shares of DFEM stock, worth $493,010. This represents 0.18% of its overall portfolio holdings.
Number of Shares
18,199
Previous 18,199
-0.0%
Holding current value
$493,010
Previous $512 Million
6.96%
% of portfolio
0.18%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$442 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$160 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$139 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio