Great Waters Wealth Management Dimensional ETF Tr U S Equity Transaction History
Great Waters Wealth Management
- $779 Billion
- Q4 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 2,511,066 shares of DFUS stock, worth $162 Million. This represents 20.54% of its overall portfolio holdings.
Number of Shares
2,511,066
Previous 2,240,037
12.1%
Holding current value
$162 Million
Previous $139 Billion
14.89%
% of portfolio
20.54%
Previous 18.79%
Shares
9 transactions
Others Institutions Holding DFUS
# of Institutions
657Shares Held
135MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$565 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$514 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$378 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$266 Million0.08% of portfolio