Waterway Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Waterway Wealth Management, LLC
- $227 Billion
- Q1 2024
A detailed history of Waterway Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 471,349 shares of DFSV stock, worth $13.5 Million. This represents 6.24% of its overall portfolio holdings.
Number of Shares
471,349
Previous 470,486
0.18%
Holding current value
$13.5 Million
Previous $13.7 Billion
3.56%
% of portfolio
6.24%
Previous 5.72%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
298Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$235 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$133 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.9 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.3 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.2 Million0.1% of portfolio