Great Waters Wealth Management Dimensional ETF Tr Transaction History
Great Waters Wealth Management
- $721 Billion
- Q1 2025
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 375,671 shares of DFAE stock, worth $9.76 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
375,671
Previous 438,615
14.35%
Holding current value
$9.76 Million
Previous $11.1 Billion
12.6%
% of portfolio
1.35%
Previous 1.43%
Shares
10 transactions
Others Institutions Holding DFAE
# of Institutions
549Shares Held
171MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$404 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$329 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.6MShares$277 Million3.21% of portfolio
-
Ubs Group Ag5.28MShares$137 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$119 Million0.01% of portfolio