Great Waters Wealth Management Dimensional ETF Tr Dimensional Transaction History
Great Waters Wealth Management
- $769 Billion
- Q2 2025
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 935,184 shares of DFIC stock, worth $30 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
935,184
Previous 998,355
6.33%
Holding current value
$30 Million
Previous $27.7 Billion
4.87%
% of portfolio
3.78%
Previous 3.85%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
294MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$924 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio