Great Waters Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Great Waters Wealth Management holds 364,487 shares of DFAC stock, worth $11.8 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
364,487
Previous 367,685
0.87%
Holding current value
$11.8 Million
Previous $11.7 Billion
0.03%
% of portfolio
1.79%
Previous 1.92%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.73 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.54 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.21 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.21 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$570 Million0.29% of portfolio