Great Waters Wealth Management Dimensional ETF Tr U S Target Transaction History
Great Waters Wealth Management
- $909 Billion
- Q4 2025
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Great Waters Wealth Management holds 823,389 shares of DFAT stock, worth $46.9 Million. This represents 5.39% of its overall portfolio holdings.
Number of Shares
823,389
Previous 734,847
12.05%
Holding current value
$46.9 Million
Previous $42.8 Billion
14.61%
% of portfolio
5.39%
Previous 5.05%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
808Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio