Great Waters Wealth Management Dimensional ETF Tr Short Durat Transaction History
Great Waters Wealth Management
- $779 Billion
- Q4 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 1,223,345 shares of DFSD stock, worth $57.5 Million. This represents 7.36% of its overall portfolio holdings.
Number of Shares
1,223,345
Previous 1,090,621
12.17%
Holding current value
$57.5 Million
Previous $52.1 Billion
10.15%
% of portfolio
7.36%
Previous 7.02%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
265Shares Held
50.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.6 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.2 Million16.79% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio