Waterfront Wealth Inc. Dimensional ETF Tr Dimensional Transaction History
Waterfront Wealth Inc.
- $408 Million
- Q1 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 129,863 shares of DIHP stock, worth $3.84 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
129,863
Previous 142,711
9.0%
Holding current value
$3.84 Million
Previous $3.6 Million
2.89%
% of portfolio
0.86%
Previous 0.92%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
266Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$720 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$668 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$619 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$191 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$178 Million3.07% of portfolio