Waterfront Wealth Inc. Dimensional ETF Tr Emerging Mk Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 2024
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Waterfront Wealth Inc. holds 111,663 shares of DFEM stock, worth $3.04 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
111,663
Previous 110,616
0.95%
Holding current value
$3.04 Million
Previous $3.11 Million
6.07%
% of portfolio
0.75%
Previous 0.78%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
414Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.7 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$444 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$161 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$140 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio