Great Waters Wealth Management Dimensional ETF Tr Transaction History
Great Waters Wealth Management
- $769 Billion
- Q2 2025
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Great Waters Wealth Management holds 4,344,383 shares of DFAX stock, worth $129 Million. This represents 16.6% of its overall portfolio holdings.
Number of Shares
4,344,383
Previous 4,355,586
0.26%
Holding current value
$129 Million
Previous $114 Billion
11.81%
% of portfolio
16.6%
Previous 15.83%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
617Shares Held
250MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$333 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$235 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$232 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$228 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$170 Million4.32% of portfolio