Waterfront Wealth Inc. Dimensional ETF Tr Emerging Mk Transaction History
Waterfront Wealth Inc.
- $408 Million
- Q1 2025
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 115,310 shares of DFEM stock, worth $3.05 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
115,310
Previous 111,663
3.27%
Holding current value
$3.05 Million
Previous $2.92 Million
4.34%
% of portfolio
0.75%
Previous 0.75%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
426Shares Held
151MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$431 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$156 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$136 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$125 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$111 Million0.96% of portfolio