Great Waters Wealth Management Dimensional ETF Tr Dimensional Transaction History
Great Waters Wealth Management
- $779 Billion
- Q4 2024
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 1,171,700 shares of DFIC stock, worth $32.2 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
1,171,700
Previous 1,359,354
13.8%
Holding current value
$32.2 Million
Previous $38.3 Billion
20.83%
% of portfolio
3.89%
Previous 5.16%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$810 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$754 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio