Great Waters Wealth Management Dimensional ETF Tr Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 2024
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 3,390,439 shares of DFAX stock, worth $92 Million. This represents 13.16% of its overall portfolio holdings.
Number of Shares
3,390,439
Previous 3,023,687
12.13%
Holding current value
$92 Million
Previous $76.9 Billion
12.04%
% of portfolio
13.16%
Previous 12.56%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$305 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$264 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$200 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$198 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$150 Million21.36% of portfolio