Great Waters Wealth Management Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Great Waters Wealth Management holds 669,674 shares of DFAT stock, worth $35.4 Million. This represents 4.78% of its overall portfolio holdings.
Number of Shares
669,674
Previous 699,696
4.29%
Holding current value
$35.4 Million
Previous $38.9 Billion
11.46%
% of portfolio
4.78%
Previous 5.0%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$736 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$657 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$469 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$333 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$267 Million1.97% of portfolio