Great Waters Wealth Management Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Great Waters Wealth Management holds 773,196 shares of DFAS stock, worth $51.3 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
773,196
Previous 666,563
16.0%
Holding current value
$51.3 Million
Previous $40 Billion
25.23%
% of portfolio
6.76%
Previous 6.12%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
670Shares Held
104MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$744 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$462 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$446 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$295 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$181 Million1.82% of portfolio