Great Waters Wealth Management Dimensional ETF Tr Transaction History
Great Waters Wealth Management
- $779 Billion
- Q4 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Great Waters Wealth Management holds 4,606,324 shares of DFAX stock, worth $120 Million. This represents 14.69% of its overall portfolio holdings.
Number of Shares
4,606,324
Previous 3,895,601
18.24%
Holding current value
$120 Million
Previous $105 Billion
8.83%
% of portfolio
14.69%
Previous 14.19%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
557Shares Held
242MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$217 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$197 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$157 Million0.22% of portfolio