Great Waters Wealth Management Dimensional ETF Tr U S Small C Transaction History
Great Waters Wealth Management
- $742 Billion
- Q3 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Great Waters Wealth Management holds 773,196 shares of DFAS stock, worth $50.6 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
773,196
Previous 666,563
16.0%
Holding current value
$50.6 Million
Previous $40 Billion
25.23%
% of portfolio
6.76%
Previous 6.12%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$734 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$458 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$436 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$322 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$178 Million1.82% of portfolio