Waypoint Wealth Partners Inc. Dimensional ETF Tr Emerging Mk Transaction History
Waypoint Wealth Partners Inc.
- $382 Million
- Q2 2025
A detailed history of Waypoint Wealth Partners Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 151,195 shares of DFEM stock, worth $5 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
151,195
Previous 141,877
6.57%
Holding current value
$5 Million
Previous $3.75 Million
19.53%
% of portfolio
1.18%
Previous 1.08%
Shares
13 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio