Waterfront Wealth Inc. Dimensional ETF Tr U S Core Eq Transaction History
Waterfront Wealth Inc.
- $408 Million
- Q1 2025
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Waterfront Wealth Inc. holds 281,768 shares of DFAC stock, worth $9.76 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
281,768
Previous 271,983
3.6%
Holding current value
$9.76 Million
Previous $9.41 Million
1.22%
% of portfolio
2.28%
Previous 2.42%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio