Great Waters Wealth Management Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Great Waters Wealth Management holds 699,696 shares of DFAT stock, worth $40.3 Million. This represents 5.0% of its overall portfolio holdings.
Number of Shares
699,696
Previous 609,970
14.71%
Holding current value
$40.3 Million
Previous $33.9 Billion
14.77%
% of portfolio
5.0%
Previous 4.58%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
694Shares Held
160MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$414 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio