Great Waters Wealth Management Dimensional ETF Tr Dimensional Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Great Waters Wealth Management holds 1,529,266 shares of DFIC stock, worth $40.9 Million. This represents 6.14% of its overall portfolio holdings.
Number of Shares
1,529,266
Previous 1,661,137
7.94%
Holding current value
$40.9 Million
Previous $44.4 Billion
9.52%
% of portfolio
6.14%
Previous 7.26%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
332Shares Held
202MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$573 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$568 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$427 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$154 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio