Waterfront Wealth Inc. Dimensional ETF Tr Us Marketwi Transaction History
Waterfront Wealth Inc.
- $359 Million
- Q1 2024
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Waterfront Wealth Inc. holds 6,654 shares of DFUV stock, worth $259,372. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,654
Previous 6,654
-0.0%
Holding current value
$259,372
Previous $247,000
10.12%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio