Great Waters Wealth Management Dimensional ETF Tr Transaction History
Great Waters Wealth Management
- $779 Billion
- Q4 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Great Waters Wealth Management holds 438,615 shares of DFAE stock, worth $11.3 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
438,615
Previous 514,064
14.68%
Holding current value
$11.3 Million
Previous $14.1 Billion
21.03%
% of portfolio
1.43%
Previous 1.9%
Shares
9 transactions
Others Institutions Holding DFAE
# of Institutions
536Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$399 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$325 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$230 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$136 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$118 Million0.01% of portfolio