Waterfront Wealth Inc. Dimensional ETF Tr Transaction History

Waterfront Wealth Inc.

$417 Million
Q2 2025

A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waterfront Wealth Inc. holds 95,025 shares of DFAI stock, worth $3.48 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

95,025

Previous 85,659 10.93%

Holding current value

$3.48 Million

Previous $2.68 Million 22.8%

% of portfolio

0.79%

Previous 0.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$28.02 - $34.71 $262,435 - $325,093	9,366 Added 10.93%	95,025 $3.29 Million
Q1 2025 Apr 25, 2025	SELL	$28.88 - $32.4 $130,162 - $146,026	-4,507 Reduced 5.0%	85,659 $2.68 Million
Q4 2024 Feb 03, 2025	BUY	$29.0 - $31.6 $32,828 - $35,771	1,132 Added 1.27%	90,166 $2.63 Million
Q3 2024 Oct 31, 2024	BUY	$28.69 - $32.06 $203,699 - $227,626	7,100 Added 8.67%	89,034 $2.83 Million
Q2 2024 Aug 01, 2024	SELL	$28.93 - $30.91 $167,186 - $178,628	-5,779 Reduced 6.59%	81,934 $2.43 Million
Q1 2024 May 13, 2024	BUY	$27.74 - $30.27 $2.43 Million - $2.66 Million	87,713 New	87,713 $2.65 Million

Others Institutions Holding DFAI

# of Institutions

698

Shares Held

262M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterfront Wealth Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waterfront Wealth Inc. with notifications on news.

Account

Waterfront Wealth Inc. Dimensional ETF Tr Transaction History