Great Waters Wealth Management Dimensional ETF Tr U S Equity Transaction History
Great Waters Wealth Management
- $742 Billion
- Q3 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Great Waters Wealth Management holds 2,240,037 shares of DFUS stock, worth $138 Million. This represents 18.79% of its overall portfolio holdings.
Number of Shares
2,240,037
Previous 1,982,570
12.99%
Holding current value
$138 Million
Previous $117 Billion
19.42%
% of portfolio
18.79%
Previous 17.82%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
637Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$491 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$362 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$311 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$256 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$226 Million0.23% of portfolio