Great Waters Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Great Waters Wealth Management
- $721 Billion
- Q1 2025
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 329,233 shares of DFAC stock, worth $11.4 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
329,233
Previous 345,842
4.8%
Holding current value
$11.4 Million
Previous $12 Billion
9.21%
% of portfolio
1.51%
Previous 1.54%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.87 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio