Great Waters Wealth Management Dimensional ETF Tr U S Equity Transaction History

Great Waters Wealth Management

$742 Billion
Q3 2024

A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Great Waters Wealth Management holds 2,240,037 shares of DFUS stock, worth $145 Million. This represents 18.79% of its overall portfolio holdings.

Number of Shares

2,240,037

Previous 1,982,570 12.99%

Holding current value

$145 Million

Previous $117 Billion 19.42%

% of portfolio

18.79%

Previous 17.82%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$56.04 - $62.2 $14.4 Million - $16 Million	257,467 Added 12.99%	2,240,037 $139 Billion
Q2 2024 Jul 08, 2024	BUY	$53.83 - $59.14 $10.2 Million - $11.2 Million	189,775 Added 10.59%	1,982,570 $117 Billion
Q1 2024 Apr 08, 2024	BUY	$50.79 - $56.98 $5.72 Million - $6.42 Million	112,655 Added 6.71%	1,792,795 $102 Billion
Q4 2023 Jan 19, 2024	BUY	$44.51 - $52.0 $9.45 Million - $11 Million	212,336 Added 14.47%	1,680,140 $85.6 Billion
Q3 2023 Oct 11, 2023	BUY	$46.29 - $49.87 $8.71 Million - $9.39 Million	188,231 Added 14.71%	1,467,804 $68.6 Billion
Q2 2023 Jul 07, 2023	BUY	$43.77 - $48.16 $6.21 Million - $6.83 Million	141,807 Added 12.46%	1,279,573 $61.6 Billion
Q1 2023 Apr 25, 2023	BUY	$41.24 - $45.43 $6.3 Million - $6.94 Million	152,828 Added 15.52%	1,137,766 $50.8 Billion
Q4 2022 Feb 03, 2023	BUY	$38.86 - $44.32 $38.3 Million - $43.7 Million	984,938 New	984,938 $42.9 Billion

Others Institutions Holding DFUS

# of Institutions

640

Shares Held

123M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Great Waters Wealth Management Dimensional ETF Tr U S Equity Transaction History