Great Waters Wealth Management Dimensional ETF Tr Transaction History
Great Waters Wealth Management
- $721 Billion
- Q1 2025
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 4,355,586 shares of DFAX stock, worth $115 Million. This represents 15.83% of its overall portfolio holdings.
Number of Shares
4,355,586
Previous 4,606,324
5.44%
Holding current value
$115 Million
Previous $115 Billion
0.35%
% of portfolio
15.83%
Previous 14.69%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
580Shares Held
244MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio