Waterfront Wealth Inc. Dimensional ETF Tr Us Marketwi Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 2024
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 $272,082. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,654
Previous 6,654
-0.0%
Holding current value
$272,082
Previous $277,000
1.81%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
708Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio