Waterfront Wealth Inc. Dimensional ETF Tr Transaction History
Waterfront Wealth Inc.
- $408 Million
- Q1 2025
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waterfront Wealth Inc. holds 96,873 shares of DFAU stock, worth $4.21 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
96,873
Previous 78,588
23.27%
Holding current value
$4.21 Million
Previous $3.18 Million
17.0%
% of portfolio
0.91%
Previous 0.82%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
522Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$290 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$153 Million1.87% of portfolio