Waterfront Wealth Inc. Dimensional ETF Tr U S Small C Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 2024
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Waterfront Wealth Inc. holds 72,746 shares of DFAS stock, worth $4.68 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
72,746
Previous 72,651
0.13%
Holding current value
$4.68 Million
Previous $4.71 Million
0.47%
% of portfolio
1.22%
Previous 1.18%
Shares
13 transactions
Others Institutions Holding DFAS
# of Institutions
774Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$853 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$484 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$421 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$333 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio