Great Waters Wealth Management Dimensional ETF Tr Transaction History
Great Waters Wealth Management
- $846 Billion
- Q3 2025
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 4,536,974 shares of DFAX stock, worth $144 Million. This represents 16.82% of its overall portfolio holdings.
Number of Shares
4,536,974
Previous 4,344,383
4.43%
Holding current value
$144 Million
Previous $128 Billion
11.58%
% of portfolio
16.82%
Previous 16.6%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
663Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$357 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$255 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$242 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$222 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$199 Million0.92% of portfolio