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 82,544 shares of DFIS stock, worth $2.59 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
82,544Holding current value
$2.59 Million% of portfolio
0.57%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
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Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
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First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio