Great Waters Wealth Management Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Great Waters Wealth Management holds 609,970 shares of DFAT stock, worth $34 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
609,970
Previous 530,985
14.88%
Holding current value
$34 Million
Previous $27.5 Billion
23.2%
% of portfolio
4.58%
Previous 4.21%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$788 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$693 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$489 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$411 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$289 Million2.46% of portfolio