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 $42.1 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
$42.1 Million
Previous $44.4 Billion
9.52%
% of portfolio
6.14%
Previous 7.26%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$655 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$643 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$420 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$158 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio