Waterfront Wealth Inc. Dimensional ETF Tr Us Marketwi Transaction History
Waterfront Wealth Inc.
- $417 Million
- Q2 2025
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 $297,566. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,654
Previous 6,654
-0.0%
Holding current value
$297,566
Previous $274,000
2.55%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
757Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$748 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$645 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$369 Million0.51% of portfolio