Great Waters Wealth Management Dimensional ETF Tr Transaction History
Great Waters Wealth Management
- $742 Billion
- Q3 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 3,895,601 shares of DFAX stock, worth $100 Million. This represents 14.19% of its overall portfolio holdings.
Number of Shares
3,895,601
Previous 3,390,439
14.9%
Holding current value
$100 Million
Previous $86.2 Billion
22.09%
% of portfolio
14.19%
Previous 13.16%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
504Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$290 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$251 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$190 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$185 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio