Great Waters Wealth Management Dimensional ETF Tr U S Equity Transaction History
Great Waters Wealth Management
- $742 Billion
- Q3 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Great Waters Wealth Management holds 2,240,037 shares of DFUS stock, worth $146 Million. This represents 18.79% of its overall portfolio holdings.
Number of Shares
2,240,037
Previous 1,982,570
12.99%
Holding current value
$146 Million
Previous $117 Billion
19.42%
% of portfolio
18.79%
Previous 17.82%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$571 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$519 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$382 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$323 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$268 Million0.08% of portfolio