Great Waters Wealth Management Dimensional ETF Tr U S Target Transaction History
Great Waters Wealth Management
- $769 Billion
- Q2 2025
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Great Waters Wealth Management holds 690,456 shares of DFAT stock, worth $38.9 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
690,456
Previous 669,674
3.1%
Holding current value
$38.9 Million
Previous $34.5 Billion
8.05%
% of portfolio
4.85%
Previous 4.78%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
772Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$786 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$701 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$500 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$356 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$285 Million1.97% of portfolio