Great Waters Wealth Management Dimensional ETF Tr Short Durat Transaction History
Great Waters Wealth Management
- $779 Billion
- Q4 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Great Waters Wealth Management holds 1,223,345 shares of DFSD stock, worth $57.7 Million. This represents 7.36% of its overall portfolio holdings.
Number of Shares
1,223,345
Previous 1,090,621
12.17%
Holding current value
$57.7 Million
Previous $52.1 Billion
10.15%
% of portfolio
7.36%
Previous 7.02%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
281Shares Held
53.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio