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 $145 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
$145 Million
Previous $128 Billion
11.58%
% of portfolio
16.82%
Previous 16.6%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
665Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio