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 24,158 shares of DFAX stock, worth $767,016. This represents 0.17% of its overall portfolio holdings.
Number of Shares
24,158
Previous 24,158
-0.0%
Holding current value
$767,016
Previous $632,000
12.18%
% of portfolio
0.17%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
663Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$357 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$255 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$242 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$222 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$199 Million0.92% of portfolio