Waterway Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Waterway Wealth Management, LLC
- $204 Billion
- Q2 2024
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 449,671 shares of DFSV stock, worth $13.6 Million. This represents 6.35% of its overall portfolio holdings.
Number of Shares
449,671
Previous 471,349
4.6%
Holding current value
$13.6 Million
Previous $14.2 Billion
8.78%
% of portfolio
6.35%
Previous 6.24%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
319Shares Held
81.2MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$248 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$148 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$140 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$82.8 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$75.8 Million0.78% of portfolio