Great Waters Wealth Management Dimensional ETF Tr U S Small C Transaction History
Great Waters Wealth Management
- $779 Billion
- Q4 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Great Waters Wealth Management holds 893,036 shares of DFAS stock, worth $59.9 Million. This represents 7.46% of its overall portfolio holdings.
Number of Shares
893,036
Previous 773,196
15.5%
Holding current value
$59.9 Million
Previous $50.1 Billion
15.89%
% of portfolio
7.46%
Previous 6.76%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
701Shares Held
108MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$752 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$470 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$447 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio