Great Waters Wealth Management DFAS Holdings History
Great Waters Wealth Management's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, Great Waters Wealth Management held 879,931.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $56.06 Mil. This investment constitutes 7.29% of their stock portfolio, and Great Waters Wealth Management now holds 0.55% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2022Q4. And since then Great Waters Wealth Management has made 9 purchases of DFAS, at an average price of $56.90, for a total of 918,900.00 shares. In addition, there have been 1 sales at an average price of $64.31 for 38,969.00 shares. Based on historical transaction data and DFAS's current price of $65.69, Great Waters Wealth Management's estimated gain on his DFAS holdings is $8.02 Mil, reflecting a 15.34% gain to date.
Great Waters Wealth Management DFAS ($65.69) Holding Chart
Great Waters Wealth Management DFAS ($65.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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