Perigon Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
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 36,933 shares of DFEM stock, worth $1 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
36,933
Previous 33,037
11.79%
Holding current value
$1 Million
Previous $824,000
14.2%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
307Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$429 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$137 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$111 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$106 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$94.4 Million7.95% of portfolio