Great Waters Wealth Management Dimensional ETF Tr Dimensional Transaction History
Great Waters Wealth Management
- $721 Billion
- Q1 2025
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Great Waters Wealth Management holds 998,355 shares of DFIC stock, worth $30.4 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
998,355
Previous 1,171,700
14.79%
Holding current value
$30.4 Million
Previous $30.3 Billion
8.45%
% of portfolio
3.85%
Previous 3.89%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$940 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$838 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$494 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$192 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$157 Million0.2% of portfolio