Waypoint Wealth Partners Inc. Dimensional ETF Tr Emerging Mk Transaction History
Waypoint Wealth Partners Inc.
- $362 Million
- Q3 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 136,575 shares of DFEM stock, worth $3.59 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
136,575
Previous 131,457
3.89%
Holding current value
$3.59 Million
Previous $3.51 Million
9.42%
% of portfolio
1.06%
Previous 1.06%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
354Shares Held
134MCall 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