Great Waters Wealth Management Dimensional ETF Tr Transaction History
Great Waters Wealth Management
- $769 Billion
- Q2 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 4,344,383 shares of DFAX stock, worth $131 Million. This represents 16.6% of its overall portfolio holdings.
Number of Shares
4,344,383
Previous 4,355,586
0.26%
Holding current value
$131 Million
Previous $114 Billion
11.81%
% of portfolio
16.6%
Previous 15.83%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
635Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$339 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$237 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$230 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$211 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$190 Million0.92% of portfolio