Waterfront Wealth Inc. Dimensional ETF Tr Transaction History
Waterfront Wealth Inc.
- $400 Million
- Q3 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 $419,497. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,387
Previous 11,387
-0.0%
Holding current value
$419,497
Previous $409,000
5.87%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
560Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$714 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$698 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$411 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$285 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$248 Million0.04% of portfolio