Waterfront Wealth Inc. Dimensional ETF Tr Dimensional Transaction History
Waterfront Wealth Inc.
- $400 Million
- Q3 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 141,311 shares of DIHP stock, worth $3.74 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
141,311
Previous 154,310
8.42%
Holding current value
$3.74 Million
Previous $4.06 Million
3.62%
% of portfolio
0.98%
Previous 1.14%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$594 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$587 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$225 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$160 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$159 Million3.18% of portfolio