Waterway Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Waterway Wealth Management, LLC
- $204 Billion
- Q2 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 449,671 shares of DFSV stock, worth $13.1 Million. This represents 6.35% of its overall portfolio holdings.
Number of Shares
449,671
Previous 471,349
4.6%
Holding current value
$13.1 Million
Previous $14.2 Billion
8.78%
% of portfolio
6.35%
Previous 6.24%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
316Shares Held
81.1MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$239 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$143 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$136 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$80.1 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$73.3 Million0.78% of portfolio