Waterfront Wealth Inc. Dimensional ETF Tr Us Marketwi Transaction History
Waterfront Wealth Inc.
- $459 Million
- Q3 2025
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Waterfront Wealth Inc. holds 6,654 shares of DFUV stock, worth $299,696. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,654
Previous 6,654
-0.0%
Holding current value
$299,696
Previous $281,000
5.69%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio