Waterfront Wealth Inc. Dimensional ETF Tr Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 2024
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waterfront Wealth Inc. holds 11,387 shares of DFIV stock, worth $423,140. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,387
Previous 11,387
-0.0%
Holding current value
$423,140
Previous $433,000
6.93%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
577Shares Held
198MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$721 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$704 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$308 Million2.39% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$251 Million0.04% of portfolio