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 11,387 shares of DFIV stock, worth $527,559. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,387
Previous 11,387
-0.0%
Holding current value
$527,559
Previous $448,000
8.71%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
772Shares Held
268MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.14 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$979 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$923 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$517 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$398 Million2.4% of portfolio