Waterfront Wealth Inc. Dimensional ETF Tr Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 2024
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waterfront Wealth Inc. holds 96,313 shares of DFAE stock, worth $2.53 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
96,313
Previous 95,230
1.14%
Holding current value
$2.53 Million
Previous $2.61 Million
6.44%
% of portfolio
0.63%
Previous 0.65%
Shares
4 transactions
Others Institutions Holding DFAE
# of Institutions
538Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$408 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$333 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$235 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$120 Million0.01% of portfolio