Waterfront Wealth Inc. Dimensional ETF Tr Dimensional Transaction History
Waterfront Wealth Inc.
- $408 Million
- Q1 2025
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waterfront Wealth Inc. holds 142,241 shares of DFIC stock, worth $4.51 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
142,241
Previous 131,229
8.39%
Holding current value
$4.51 Million
Previous $3.39 Million
16.45%
% of portfolio
0.97%
Previous 0.87%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
493Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$980 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$873 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$515 Million8.53% of portfolio
-
Evensky & Katz LLC6.15MShares$195 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio