Great Waters Wealth Management Dimensional ETF Tr Dimensional Transaction History

Great Waters Wealth Management

  • $655 Billion
  • Q2 2024

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 1,529,266 shares of DFIC stock, worth $41.2 Million. This represents 6.14% of its overall portfolio holdings.

Number of Shares
1,529,266
Previous 1,661,137 7.94%
Holding current value
$41.2 Million
Previous $44.4 Billion 9.52%
% of portfolio
6.14%
Previous 7.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024
SELL
$25.73 - $27.44 $3.39 Million - $3.62 Million
-131,871 Reduced 7.94%
1,529,266 $40.2 Billion
Q1 2024

Apr 08, 2024
SELL
$24.62 - $26.83 $4.1 Million - $4.47 Million
-166,690 Reduced 9.12%
1,661,137 $44.4 Billion
Q4 2023

Jan 19, 2024
SELL
$22.18 - $25.58 $3.26 Million - $3.76 Million
-146,967 Reduced 7.44%
1,827,827 $45.8 Billion
Q3 2023

Oct 11, 2023
SELL
$23.25 - $25.17 $4.01 Million - $4.34 Million
-172,469 Reduced 8.03%
1,974,794 $45.6 Billion
Q2 2023

Jul 07, 2023
SELL
$23.45 - $24.88 $3.64 Million - $3.86 Million
-155,125 Reduced 6.74%
2,147,263 $52.1 Billion
Q1 2023

Apr 25, 2023
SELL
$22.5 - $24.64 $4.29 Million - $4.69 Million
-190,521 Reduced 7.64%
2,302,388 $56.7 Billion
Q4 2022

Feb 03, 2023
BUY
$20.72 - $23.03 $51.7 Million - $57.4 Million
2,492,909 New
2,492,909 $60.7 Billion

Others Institutions Holding DFIC

# of Institutions
329
Shares Held
199M
Call Options Held
100
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Great Waters Wealth Management Portfolio

Follow Great Waters Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Waters Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Great Waters Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email