United Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
United Wealth Management, LLC
- $367 Billion
- Q3 2025
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, United Wealth Management, LLC holds 263,397 shares of DFEM stock, worth $8.71 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
263,397
Previous 261,685
0.65%
Holding current value
$8.71 Million
Previous $7.77 Billion
8.76%
% of portfolio
2.3%
Previous 2.25%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
500Shares Held
175MCall 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