Great Waters Wealth Management Dimensional ETF Tr U S Small C Transaction History
Great Waters Wealth Management
- $721 Billion
- Q1 2025
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 854,067 shares of DFAS stock, worth $47.5 Million. This represents 7.08% of its overall portfolio holdings.
Number of Shares
854,067
Previous 893,036
4.36%
Holding current value
$47.5 Million
Previous $58.1 Billion
12.2%
% of portfolio
7.08%
Previous 7.46%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
787Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$737 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$419 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$364 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$288 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$152 Million1.82% of portfolio