Waypoint Wealth Partners Inc. Dimensional ETF Tr Emerging Mk Transaction History

Waypoint Wealth Partners Inc.

  • $344 Million
  • Q1 2024

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 172,450 shares of DFEM stock, worth $4.63 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
172,450
Previous 175,372 1.67%
Holding current value
$4.63 Million
Previous $4.38 Million 0.41%
% of portfolio
1.28%
Previous 1.38%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$23.62 - $25.64 $69,017 - $74,920
-2,922 Reduced 1.67%
172,450 $4.4 Million
Q4 2023

Feb 09, 2024
SELL
$22.36 - $24.96 $117,904 - $131,614
-5,273 Reduced 2.92%
175,372 $4.38 Million
Q3 2023

Oct 23, 2023
SELL
$23.16 - $25.43 $13,317 - $14,622
-575 Reduced 0.32%
180,645 $4.21 Million
Q2 2023

Jul 31, 2023
SELL
$23.0 - $24.82 $117,530 - $126,830
-5,110 Reduced 2.74%
181,220 $4.36 Million
Q1 2023

May 01, 2023
BUY
$22.42 - $24.83 $678,765 - $751,728
30,275 Added 19.4%
186,330 $4.4 Million
Q4 2022

Feb 01, 2023
SELL
$21.2 - $23.44 $748,148 - $827,197
-35,290 Reduced 18.44%
156,055 $3.5 Million
Q3 2022

Oct 26, 2022
SELL
$21.21 - $24.05 $1.45 Million - $1.65 Million
-68,550 Reduced 26.38%
191,345 $3.91 Million
Q2 2022

Aug 05, 2022
BUY
$23.26 - $25.86 $6.05 Million - $6.72 Million
259,895 New
259,895 $6.12 Million

Others Institutions Holding DFEM

# of Institutions
306
Shares Held
116M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR EMERGING MK

DFEM Quotes by TradingView
  • Ticker DFEM
  • Sector ETFs
  • Industry ETFs
More about DFEM
Track This Portfolio

Track Waypoint Wealth Partners Inc. Portfolio

Follow Waypoint Wealth Partners Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waypoint Wealth Partners Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Partners Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email