A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waterfront Wealth Inc. holds 24,158 shares of DFAX stock, worth $609,264. This represents 0.16% of its overall portfolio holdings.

Number of Shares
24,158
Previous 24,158 -0.0%
Holding current value
$609,264
Previous $614,000 6.19%
% of portfolio
0.16%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024

BUY
$21.44 - $24.42 $8,104 - $9,230
378 Added 1.59%
24,158 $589,000
Q4 2022

Jan 30, 2023

SELL
$18.81 - $22.36 $45,144 - $53,664
-2,400 Reduced 9.17%
23,780 $513,000
Q4 2021

Feb 14, 2022

BUY
$25.17 - $26.82 $658,950 - $702,147
26,180 New
26,180 $684,000

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Waterfront Wealth Inc. Portfolio

Follow Waterfront Wealth Inc. and customize your updates to receive the information that matters most to you.

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.