Waterway Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Waterway Wealth Management, LLC
- $233 Billion
- Q3 2024
A detailed history of Waterway Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 459,362 shares of DFSV stock, worth $14.6 Million. This represents 6.08% of its overall portfolio holdings.
Number of Shares
459,362
Previous 449,671
2.16%
Holding current value
$14.6 Million
Previous $12.9 Billion
9.33%
% of portfolio
6.08%
Previous 6.35%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
358Shares Held
99.3MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$255 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$165 Million5.67% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$132 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio