Perigon Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 52,433 shares of DFEM stock, worth $1.6 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
52,433
Previous 49,276
6.41%
Holding current value
$1.6 Million
Previous $1.3 Million
19.42%
% of portfolio
0.04%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
463Shares Held
161MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$512 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$198 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$183 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$137 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$121 Million1.18% of portfolio