Waterfront Wealth Inc. Dimensional ETF Tr Us Marketwi Transaction History
Waterfront Wealth Inc.
- $400 Million
- Q3 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 $273,812. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,654
Previous 6,654
-0.0%
Holding current value
$273,812
Previous $261,000
6.13%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.45 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$762 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$594 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$448 Million0.65% of portfolio