Waterfront Wealth Inc. Dimensional ETF Tr U S Small C Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 2024
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Waterfront Wealth Inc. holds 72,746 shares of DFAS stock, worth $4.8 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
72,746
Previous 72,651
0.13%
Holding current value
$4.8 Million
Previous $4.71 Million
0.47%
% of portfolio
1.22%
Previous 1.18%
Shares
13 transactions
Others Institutions Holding DFAS
# of Institutions
758Shares Held
114MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$740 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$462 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$432 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$324 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$180 Million1.82% of portfolio