Great Waters Wealth Management Dimensional ETF Tr Short Durat Transaction History
Great Waters Wealth Management
- $721 Billion
- Q1 2025
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Great Waters Wealth Management holds 1,189,286 shares of DFSD stock, worth $56.8 Million. This represents 7.84% of its overall portfolio holdings.
Number of Shares
1,189,286
Previous 1,223,345
2.78%
Holding current value
$56.8 Million
Previous $57.4 Billion
1.46%
% of portfolio
7.84%
Previous 7.36%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
338Shares Held
68.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$199 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$124 Million11.2% of portfolio