Great Waters Wealth Management Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Great Waters Wealth Management holds 349,557 shares of DFAC stock, worth $12.2 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
349,557
Previous 364,487
4.1%
Holding current value
$12.2 Million
Previous $11.8 Billion
2.0%
% of portfolio
1.62%
Previous 1.79%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio