Waypoint Wealth Partners Inc. Dimensional ETF Tr Emerging Mk Transaction History
Waypoint Wealth Partners Inc.
- $349 Million
- Q1 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 141,877 shares of DFEM stock, worth $4.01 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
141,877
Previous 139,000
2.07%
Holding current value
$4.01 Million
Previous $3.64 Million
3.13%
% of portfolio
1.08%
Previous 1.03%
Shares
12 transactions
Others Institutions Holding DFEM
# of Institutions
443Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$469 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$183 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$173 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$139 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$126 Million0.17% of portfolio