Great Waters Wealth Management Dimensional ETF Tr Short Durat Transaction History
Great Waters Wealth Management
- $846 Billion
- Q3 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 1,411,705 shares of DFSD stock, worth $68 Million. This represents 8.04% of its overall portfolio holdings.
Number of Shares
1,411,705
Previous 1,242,440
13.62%
Holding current value
$68 Million
Previous $59.6 Billion
14.05%
% of portfolio
8.04%
Previous 7.76%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio