Waypoint Wealth Partners Inc. Dimensional ETF Tr Emerging Mk Transaction History
Waypoint Wealth Partners Inc.
- $354 Million
- Q4 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 139,000 shares of DFEM stock, worth $3.8 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
139,000
Previous 136,575
1.78%
Holding current value
$3.8 Million
Previous $3.84 Million
5.31%
% of portfolio
1.03%
Previous 1.06%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.9 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$447 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$162 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$141 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$130 Million3.4% of portfolio