Waterfront Wealth Inc. Dimensional ETF Tr Emerging Mk Transaction History
Waterfront Wealth Inc.
- $400 Million
- Q3 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 110,616 shares of DFEM stock, worth $2.91 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
110,616
Previous 110,162
0.41%
Holding current value
$2.91 Million
Previous $2.94 Million
5.74%
% of portfolio
0.78%
Previous 0.83%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$409 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio