Waterfront Wealth Inc. Dimensional ETF Tr Dimensional Transaction History
Waterfront Wealth Inc.
- $459 Million
- Q3 2025
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waterfront Wealth Inc. holds 134,642 shares of DIHP stock, worth $4.19 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
134,642
Previous 141,280
4.7%
Holding current value
$4.19 Million
Previous $4.17 Million
1.8%
% of portfolio
0.89%
Previous 1.0%
Shares
12 transactions
Others Institutions Holding DIHP
# of Institutions
322Shares Held
141MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio