Waterfront Wealth Inc. Dimensional ETF Tr Dimensional Transaction History
Waterfront Wealth Inc.
- $417 Million
- Q2 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 141,280 shares of DIHP stock, worth $4.34 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
141,280
Previous 129,863
8.79%
Holding current value
$4.34 Million
Previous $3.5 Million
19.1%
% of portfolio
1.0%
Previous 0.86%
Shares
11 transactions
Others Institutions Holding DIHP
# of Institutions
304Shares Held
156MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$791 Million1.57% of portfolio
-
Envestnet Asset Management Inc25.3MShares$775 Million0.23% of portfolio
-
Savant Capital, LLC23.9MShares$735 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$198 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$191 Million2.94% of portfolio