Great Waters Wealth Management Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Great Waters Wealth Management holds 345,842 shares of DFAC stock, worth $12.4 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
345,842
Previous 349,557
1.06%
Holding current value
$12.4 Million
Previous $12 Billion
0.2%
% of portfolio
1.54%
Previous 1.62%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
930Shares Held
745MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio