Great Waters Wealth Management Dimensional ETF Tr Short Durat Transaction History
Great Waters Wealth Management
- $742 Billion
- Q3 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Great Waters Wealth Management holds 1,090,621 shares of DFSD stock, worth $51.5 Million. This represents 7.02% of its overall portfolio holdings.
Number of Shares
1,090,621
Previous 956,929
13.97%
Holding current value
$51.5 Million
Previous $45 Billion
15.77%
% of portfolio
7.02%
Previous 6.87%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
257Shares Held
44.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$103 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.1 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.4 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.2 Million16.69% of portfolio