Waterfront Wealth Inc. Dimensional ETF Tr U S Core Eq Transaction History
Waterfront Wealth Inc.
- $417 Million
- Q2 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 291,758 shares of DFAC stock, worth $11.4 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
291,758
Previous 281,768
3.55%
Holding current value
$11.4 Million
Previous $9.3 Million
12.49%
% of portfolio
2.51%
Previous 2.28%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,155Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio