A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Great Waters Wealth Management holds 514,064 shares of DFAE stock, worth $13.3 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
514,064
Previous 578,386 11.12%
Holding current value
$13.3 Million
Previous $15 Billion 5.83%
% of portfolio
1.9%
Previous 2.29%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
$24.46 - $27.82 $1.57 Million - $1.79 Million
-64,322 Reduced 11.12%
514,064 $14.1 Billion
Q2 2024

Jul 08, 2024

SELL
$24.03 - $26.3 $1.05 Million - $1.15 Million
-43,836 Reduced 7.05%
578,386 $15 Billion
Q1 2024

Apr 08, 2024

SELL
$22.74 - $24.88 $1.33 Million - $1.45 Million
-58,276 Reduced 8.56%
622,222 $15.4 Billion
Q4 2023

Jan 19, 2024

SELL
$21.63 - $24.11 $1.04 Million - $1.16 Million
-48,113 Reduced 6.6%
680,498 $16.2 Billion
Q3 2023

Oct 11, 2023

SELL
$22.43 - $24.83 $1.28 Million - $1.42 Million
-57,010 Reduced 7.26%
728,611 $16.3 Billion
Q2 2023

Jul 07, 2023

SELL
$22.38 - $24.3 $1.21 Million - $1.31 Million
-53,877 Reduced 6.42%
785,621 $18.4 Billion
Q1 2023

Apr 25, 2023

SELL
$21.78 - $24.36 $1.27 Million - $1.42 Million
-58,343 Reduced 6.5%
839,498 $19.2 Billion
Q4 2022

Feb 03, 2023

BUY
$19.67 - $22.73 $17.7 Million - $20.4 Million
897,841 New
897,841 $21.7 Billion

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Great Waters Wealth Management Portfolio

Follow Great Waters Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Waters Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Great Waters Wealth Management with notifications on news.