Great Waters Wealth Management Dimensional ETF Tr Dimensional Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Great Waters Wealth Management holds 1,529,266 shares of DFIC stock, worth $41.9 Million. This represents 6.14% of its overall portfolio holdings.
Number of Shares
1,529,266
Previous 1,661,137
7.94%
Holding current value
$41.9 Million
Previous $44.4 Billion
9.52%
% of portfolio
6.14%
Previous 7.26%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
342Shares Held
218MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$652 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$639 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$418 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$157 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$129 Million16.75% of portfolio