Waterfront Wealth Inc. Dimensional ETF Tr Transaction History
Waterfront Wealth Inc.
- $408 Million
- Q1 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 $481,442. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,387
Previous 11,387
-0.0%
Holding current value
$481,442
Previous $403,000
11.17%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
688Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$847 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$808 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$472 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$359 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$308 Million0.15% of portfolio