Waterfront Wealth Inc. Dimensional ETF Tr Dimensional Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 2024
A detailed history of Waterfront Wealth Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waterfront Wealth Inc. holds 130,625 shares of DUHP stock, worth $4.53 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
130,625
Previous 129,871
0.58%
Holding current value
$4.53 Million
Previous $4.42 Million
0.25%
% of portfolio
1.13%
Previous 1.11%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.33 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.24 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$240 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$239 Million4.6% of portfolio