Wealthstream Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Wealthstream Advisors, Inc.
- $502 Million
- Q3 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 1,366,672 shares of DFEM stock, worth $36.3 Million. This represents 7.66% of its overall portfolio holdings.
Number of Shares
1,366,672
Previous 640,914
113.24%
Holding current value
$36.3 Million
Previous $17.1 Million
124.57%
% of portfolio
7.66%
Previous 6.52%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
346Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio