Wealthstream Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Wealthstream Advisors, Inc.
- $255 Million
- Q1 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 633,347 shares of DFEM stock, worth $17.3 Million. This represents 6.33% of its overall portfolio holdings.
Number of Shares
633,347
Previous 633,160
0.03%
Holding current value
$17.3 Million
Previous $15.8 Million
2.16%
% of portfolio
6.33%
Previous 6.62%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
307Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$431 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$138 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$111 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$106 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$94.8 Million7.95% of portfolio