Waterfront Wealth Inc. Dimensional ETF Tr Transaction History
Waterfront Wealth Inc.
- $459 Million
- Q3 2025
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Waterfront Wealth Inc. holds 100,340 shares of DFAI stock, worth $3.72 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
100,340
Previous 95,025
5.59%
Holding current value
$3.72 Million
Previous $3.29 Million
11.02%
% of portfolio
0.79%
Previous 0.79%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
715Shares Held
286MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio