Great Waters Wealth Management Dimensional ETF Tr Core Fxd In Transaction History
Great Waters Wealth Management
- $779 Billion
- Q4 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Great Waters Wealth Management holds 2,481,510 shares of DFCF stock, worth $104 Million. This represents 13.14% of its overall portfolio holdings.
Number of Shares
2,481,510
Previous 2,080,667
19.27%
Holding current value
$104 Million
Previous $89.9 Billion
13.96%
% of portfolio
13.14%
Previous 12.12%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio