Waterfront Wealth Inc. Dimensional ETF Tr Dimensional Transaction History
Waterfront Wealth Inc.
- $459 Million
- Q3 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 128,430 shares of DFIC stock, worth $4.29 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
128,430
Previous 115,208
11.48%
Holding current value
$4.29 Million
Previous $3.58 Million
17.59%
% of portfolio
0.92%
Previous 0.86%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
283MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio