Peninsula Wealth, LLC Dimensional ETF Tr Emerging Mk Transaction History

Peninsula Wealth, LLC

$558 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 30, 2024	BUY	$23.62 - $25.64 $1.18 Million - $1.29 Million	50,161 New	50,161 $1.28 Million
Q4 2023 Feb 14, 2024	SELL	$22.36 - $24.96 $48,565 - $54,213	-2,172 Reduced 3.47%	60,347 $1.51 Million
Q3 2023 Nov 13, 2023	SELL	$23.16 - $25.43 $88,216 - $96,862	-3,809 Reduced 5.74%	62,519 $1.46 Million
Q2 2023 Aug 14, 2023	BUY	$23.0 - $24.82 $30,682 - $33,109	1,334 Added 2.05%	66,328 $1.6 Million
Q1 2023 May 11, 2023	BUY	$22.42 - $24.83 $90,576 - $100,313	4,040 Added 6.63%	64,994 $1.53 Million
Q4 2022 Feb 10, 2023	BUY	$20.21 - $23.44 $630,309 - $731,046	31,188 Added 104.78%	60,954 $1.37 Million
Q3 2022 Nov 14, 2022	BUY	$20.44 - $24.05 $608,417 - $715,872	29,766 New	29,766 $608,000

Others Institutions Holding DFEM

# of Institutions

347

Shares Held

132M

Call Options Held

0

Put Options Held

0

Forum Financial Management, LP Lombard, IL

15.6M
Shares

$411 Million
8.36% of portfolio
Ci Private Wealth, LLC Miami, FL

5.76M
Shares

$152 Million
0.23% of portfolio
Truepoint, Inc.

4.44M
Shares

$117 Million
3.42% of portfolio
High Tower Advisors, LLC Chicago, IL

3.99M
Shares

$105 Million
0.16% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.96M
Shares

$105 Million
1.18% of portfolio

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
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Industry ETFs

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