Waterfront Wealth Inc. Dimensional ETF Tr Dimensional Transaction History
Waterfront Wealth Inc.
- $355 Million
- Q2 2024
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waterfront Wealth Inc. holds 154,310 shares of DIHP stock, worth $4.09 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
154,310
Previous 160,411
3.8%
Holding current value
$4.09 Million
Previous $4.32 Million
6.02%
% of portfolio
1.14%
Previous 1.2%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
198Shares Held
93.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$465 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$461 Million1.16% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$159 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$157 Million11.81% of portfolio
-
Carlson Capital Management3.81MShares$101 Million7.97% of portfolio