Waterfront Wealth Inc. Dimensional ETF Tr Dimensional Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 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 142,711 shares of DIHP stock, worth $3.81 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
142,711
Previous 141,311
0.99%
Holding current value
$3.81 Million
Previous $3.91 Million
7.97%
% of portfolio
0.92%
Previous 0.98%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
223Shares Held
121MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$599 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$592 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$414 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$169 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$161 Million3.18% of portfolio