Great Waters Wealth Management DIMENSIONAL ETF TRUST Transaction History

Great Waters Wealth Management

  • $655 Billion
  • Q2 2024
Number of Shares
508,600
Previous 436,366 16.55%
Holding current value
$12.7 Billion
Previous $11.1 Billion 14.09%
% of portfolio
1.94%
Previous 1.82%

Shares

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

Jul 08, 2024
BUY
N/A
72,234 Added 16.55%
508,600 $12.7 Billion
Q1 2024

Apr 08, 2024
BUY
N/A
40,879 Added 10.34%
436,366 $11.1 Billion
Q4 2023

Jan 19, 2024
BUY
N/A
65,775 Added 19.95%
395,487 $10.1 Billion
Q3 2023

Oct 11, 2023
BUY
N/A
329,712 New
329,712 $7.26 Billion
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