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 $29.2 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
935,184
Previous 998,355
6.33%
Holding current value
$29.2 Million
Previous $27.7 Billion
4.87%
% of portfolio
3.78%
Previous 3.85%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
487Shares Held
291MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$964 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$859 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$506 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$197 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$161 Million0.2% of portfolio