Great Waters Wealth Management Dimensional ETF Tr Short Durat Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 2024
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Great Waters Wealth Management holds 956,929 shares of DFSD stock, worth $45.6 Million. This represents 6.87% of its overall portfolio holdings.
Number of Shares
956,929
Previous 800,080
19.6%
Holding current value
$45.6 Million
Previous $37.6 Billion
19.5%
% of portfolio
6.87%
Previous 6.15%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.3 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94 Million16.69% of portfolio