Waterway Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Waterway Wealth Management, LLC
- $331 Billion
- Q2 2025
A detailed history of Waterway Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 495,864 shares of DFSV stock, worth $15.7 Million. This represents 4.41% of its overall portfolio holdings.
Number of Shares
495,864
Previous 478,518
3.62%
Holding current value
$15.7 Million
Previous $13.5 Billion
8.34%
% of portfolio
4.41%
Previous 5.61%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
482Shares Held
131MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$373 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$206 Million2.11% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$184 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$172 Million5.05% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$110 Million0.18% of portfolio