Great Waters Wealth Management Dimensional ETF Tr Dimensional Transaction History
Great Waters Wealth Management
- $721 Billion
- Q1 2025
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Great Waters Wealth Management holds 998,355 shares of DFIC stock, worth $28.2 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
998,355
Previous 1,171,700
14.79%
Holding current value
$28.2 Million
Previous $30.3 Billion
8.45%
% of portfolio
3.85%
Previous 3.89%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
443Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$831 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$773 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$461 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio
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Rw Investment Management LLC Eagle, ID4.92MShares$139 Million15.48% of portfolio